You can set a custom field as required for a specific stage in your sales process.
For example, requiring a reference number when a deal reaches a specific stage. The field is required only in the stages you select. If it should be required from one stage onwards, select that stage and each stage after it.
Upsales will then ask for the required information before the opportunity can be moved to one of those stages on your Sales board.
Stage rules require the Advanced Order Logic or CPQ add-on. They are available for Order & opportunities and Order row fields, but not for calculated fields.
- Click Settings → CRM → Fields and choose Order & opportunities or Order row:
- Create a new field or edit an existing field
- Toggle off the Always required:
- Click the Required in stages dropdown and select the stages where the field is required:
- Select Save