To validate prospect fields on import, enable and add predefined values to each field
you want to validate.
Required Editions
| Available in: All Account
Engagement Editions |
| User Permissions Needed |
| To configure prospect fields: |
Account Engagement Administrator role
|
-
Edit the prospect field.
-
Select Use predefined values (for checkboxes, radio buttons, drop downs, and
multi-selects).
-
Select Validate this field on import.
-
In the Values section, add your predefined values.
-
Save the field.
