Required Fields Erick Vargas
In this article, we are going to show you a new feature called required fields, so this allows you to dictate to your team what fields are required when working with a project.
Here are the steps to follow:
Go to Company Settings:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio445060779858e9c10c668c90f9249a111image.png)
2. Select Required Fields tab:
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio445060966d88dd8e23bceec06cd1200bfimage.png)
3. It will show three kind of required fields
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio44506115358db2f93e09de9f2506a1b33image.png)
4. When adding a new project field, for example new file, make sure the followings are marked in the project information.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio445061580dbf03b4767505bf34a4c91caimage.png)
5. Select the project status
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio44614476778ea0d6da9a15ed5fafdcbe9image.png)
6. Select Client meeting in Sales Behavior
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio4461452199a2f77d19d79cd2ac91f4577image.png)
7. Click Add a new project
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio4461466185ab8636915de48b43dfff076image.png)
8. Add the project name and it will display the required fields to fill before save it.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio446147946e1c20e213daea40892034d5eimage.png)
9. Project field Contract
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio44614927182c7c9c3ae9b6e86adf1c7f4image.png)
10. Gross margin and Contract amount marked
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio446149990f58c4c41d0ab489be219ac2aimage.png)
11. Click Save
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio446150331ac71bbd9cb858e8526635a37image.png)
Easy as that!
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