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Configure Stage Fields

Configure Stage Fields

Section titled “Configure Stage Fields”

In HARi CRM, you can define which fields must be filled in at each stage of a Business Process Flow (BPF). This ensures your team captures the right information before advancing a deal and keeps your data consistent.

Why Required Stage Fields?

Section titled “Why Required Stage Fields?”

Without required fields, sales reps might move deals to “Proposal” without entering a budget or “Closed Won” without a close date. Stage-required fields enforce data discipline without slowing your team down — they only need to fill in what is relevant for each stage.

Accessing the BPF Editor

Section titled “Accessing the BPF Editor”
  1. Go to Settings > Entities
  2. Select the entity with a BPF (e.g. Opportunity)
  3. Click the Business Process Flow tab
  4. Select the BPF you want to edit (e.g. “B2B Sales Pipeline”)

Adding Required Fields to a Stage

Section titled “Adding Required Fields to a Stage”
  1. Click on a stage in the BPF editor (e.g. “Qualification”)
  2. Click Add Required Field
  3. Select a field from the entity’s field list
  4. Repeat for each field required at this stage
  5. Save the BPF
Section titled “Recommended Field Configuration”

Here is a suggested setup for a typical B2B pipeline:

Lead In

Section titled “Lead In”
  • Contact Name
  • Company

Qualification

Section titled “Qualification”
  • Budget (Currency)
  • Decision Maker (Lookup to Contact)
  • Timeline (Option Set: Immediate, This Quarter, This Year)

Proposal

Section titled “Proposal”
  • Proposal Amount (Currency)
  • Proposal Date (Date)

Negotiation

Section titled “Negotiation”
  • Expected Close Date (Date)
  • Discount Percentage (Decimal, if applicable)

Closed Won

Section titled “Closed Won”
  • Actual Close Date (Date)
  • Actual Revenue (Currency)

Closed Lost

Section titled “Closed Lost”
  • Loss Reason (Option Set: Price, Competitor, No Decision, Timing, Other)

How It Works for Users

Section titled “How It Works for Users”

When a sales rep tries to advance a deal to the next stage:

  1. HARi checks if all required fields for the current stage are filled
  2. If any are missing, HARi shows a clear message listing the missing fields
  3. The user fills in the fields — they can do this right from the prompt
  4. Once all requirements are met, the deal advances

The BPF bar at the top of the record shows a visual indicator for each stage, making it clear which stages are complete and what the current stage requires.

Removing a Required Field

Section titled “Removing a Required Field”
  1. Open the BPF editor
  2. Click on the stage
  3. Click the remove icon next to the field you want to remove
  4. Save

Next Steps

Section titled “Next Steps”