Kube allows you to choose whether the optional fields for companies are mandatory when creating the company. When you set an optional field as mandatory, Kube automatically marks the field with a red asterisk and requires the field to be completed when creating a new company. This article describes selecting these fields.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Choosing mandatory company fields
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and select the CRM and Company Custom Fields tabs.
Select the Company Fields tab.
Click the Edit button.
Select the fields as desired. See the end of this article for a Company Fields Screen example.
NOTE: Selections made here do not affect the prospect or member portals.
Click Save.
TIP: The next step in the Kube system setup process is to add lead statuses. For more information, see Customizing lead status labels.
Company Fields Screen Example
