On the Deal Manager Config > Requirement Fields page, users can designate specific Deal Manager fields as either Mandatory, Read-Only, and Hidden.
The Requirement Fields tab is sorted by Deal Manager Page Name dropdown. The options in this dropdown are as follows: Add Tour Page, Approval Form, Contact Page, Deal Page, and Proposal Form.
When the option is selected from the dropdown, the page will display the input fields from the selected page, and users will have the ability to designate them as Mandatory, Read-Only, and Hidden.
The fields that can be designated as Mandatory, Read Only, or Hidden are as follows.
Add Tour Page:
Spaces
Desired Area
Approval Form:
Notes
Contact Page:
Contact Phone
Contact Email
Deal Page:
Tenant Rep Email
Tenant Rep Phone
All Initial Inquiry Fields
Additional Properties
Space
Desired Space Type
Desired Space Layout
Special Space Needs
Desired Move In Date
Desired Term
Desired Area
Desired Rent Min
Desired Rent Max
# of Employees in Space
Leasing Agent
Property
Company
Brand
Deal Type
Deal Stage
Deal Substage
SIC
Lead Source
Probability
Link To Parent Deal
DBA
Sign Date
Dead Deal Reason
Tenant Legal Name
Proposal Form:
Move In Date
Possession Date
Termination Month
Additional Charges
Security Deposit
Security Deposit Notes
Holdover Percentage
Retail Estimated Sales
Downtime
Retail Sales Category
Internal Rep
Retail Growth
Other Commission