Customise your own mandatory fields

Recently we’ve been getting a lot of different request to customise the compulsory fields when loading a new lead.  The default that AutoPlay prefer is that you need the customer name, and at least one method of contact from Email, Phone and Mobile.  We feel this strikes the perfect balance between collecting enough information, and not putting barriers in place of salespeople loading leads.  However due to the volume of requests, in the next 17.1 release in March we’ll be able to customise what fields you make compulsory when loading leads. 
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The customisable fields are as pictured above and include;

• ​Customer Details (First Name, Last Name, Company, Occupation and Gender)​
• Privacy Details (force users to sign Privacy T&C's)
• Customer Contact Details (Phone, Mobile, Email, Street, Suburb, City, Postcode)
• Lead Details (Lead Type, Lead Source, Lead Campaign, Lead Listing)

For the Customer and Customer Contact Details section we also will retain the option to choose one of (First, Last or Company Name) and one of (Phone, Email, Mobile).

​If you want to customise what fields are compulsory just email support@autoplay.co.nz along with the fields listed above that you want to make compulsory.  The functionality will not be released until approx. 13th March, however you can contact AutoPlay any time to request we customise you mandatory fields.