v2026.10.21
Release date: October 14, 2026
New Features
Requirements to enter a stage
A funnel stage can require customer data and tasks before it accepts the lead. The rule applies only to the destination stage.
What it is for
- Stop a lead from moving on without name, email, tax ID, address, sale amount, or ad source
- Require custom fields chosen for that stage
- Require a task from a template to exist, be started, or sit in a task-board column
How to use it
- Open the funnel and edit the stage
- On the Requirements tab, select the fields and, if needed, the task templates
- Save
- When you drag the card, what the card already shows is checked immediately. The rest is checked when the move is saved
- If a field is missing, the screen asks you to fill it in and tries the move again. If a task is missing, the screen names the template that still does not match
Removing the customer from the funnel and only reordering the card in the same column skip this rule. In a bulk move, customers who do not meet the requirements stay in the source stage.
Full guide: Funnels — Entry requirements
Benefits
- The funnel only moves forward with the data and tasks that stage asks for
- The team sees right away what is still missing or which task to create