Ensuring data accuracy and consistency just got easier! Salesmate now allows you to create custom validation rules that automatically check if the entered data meets your predefined conditions before saving or updating a record.
Why is this important?
Prevent invalid or incomplete data entry
Maintain high data quality with automated checks
Save time by reducing manual corrections
Whether you need to ensure specific fields are filled correctly or block invalid entries, validation rules put you in control of your CRM data. Plus, for advanced scenarios, you can even use regular expressions (regex) to enforce complex validations!
If a record doesn’t meet the criteria, Salesmate will display an error message, preventing the record from being saved until the issue is resolved.
How do you plan to use validation rules in your workflow? 