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

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

Adding Associated contacts to deals on stage Zero

Smart CRM & Sales Hub CRM

sunytomars September 2, 2024, 10:59am 4

Hi , you can turn this off, go to settings>deals, and see the block highlighted below in the screenshot, here you can edit the fields that are needed to create deal using deal-create form.

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Adding Associated contacts to deals on stage Zero

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