Required Fields for Booker when Scheduling ("Edit Fields")
Sometimes there are pieces of information that admins want to require the Booker to fill out before scheduling a call. This is to ensure the calendar invites have the necessary information and the Booker has done their needed homework. This would be information that wouldn't/couldn't be pulled from Salesforce using a normal dynamic tag.
10
votes
Nicole Brunelle
shared this idea
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Several of my customer have validation criteria in Salesforce to create leads/contact, such as including company information. When adding a lead/contact via the Instant Booker tool reps can skip this validation because it just asks for name and email. It would be useful for customers to be able to customize the fields that need to be filled out before adding a record via Instant Booker.
