Hello, I have a question if possible when we create deals from the deal form even at stage 0 it requires us to add an associ…

I also had this requirement. For me the easiest was to Navigate to CRM> Deals and Click on Create deal. From there you have t…

Hi @CClark3 , Unfortunately, HubSpot requires an associated contact or company for all deals, even in the early stages, so th…

Hi , you can turn this off, go to settings>deals, and see the block highlighted below in the screenshot, here you can edit th…

Adding Associated contacts to deals on stage Zero

FarioConsulting August 31, 2024, 9:18pm 2

Hi Cody,
Might be that using conditional logic may be an option here

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