A services company → the contract number is there before the lead is saved
Widget Conditional Required
A services company sells to businesses and to individuals. Business clients pay by invoice and need a contract; individuals pay by card and need none. The sales team keeps saving invoice leads without a contract number, and the accountant chases them a week later.
The scenario
Kommo’s “required for a stage” would force the contract number on every lead at the stage, including card payments. The company needs a rule that depends on another field.
The rule
- Required field: Contract number.
- When: Payment method is Invoice and the sales value is at least 10000.
- Stage: Contract discussion.
- What happens: warn first for the first week, then block the save.
What changes
A manager who moves an invoice lead into Contract discussion and presses Save sees a message: the contract number is required because the payment method is Invoice and the sales value is at least 10000. Card leads are not touched. After a week of warnings the rule is switched to blocking, and the accountant gets the number with the lead.
Where it stops
The widget checks the Save of the lead card. A lead dragged between stages on the pipeline board, a bulk change or an import is not checked.
Data: demo account, made-up data. Results depend on your pipeline.