Change required fields between different pipelines

Smart CRM & Sales Hub CRM
1

Hi folks,

We have a number of different pipelines and I was wanting to remove or make non required fields in 1 pipedrive comapred to the others.

For examples Client Renewals will not need some of the fields that are required for New Business.

I can’t seem to find a way to edit this on the Hubspot platform, so any help is much appricated folks.

2

Hi @CMcGuicken,

You can make these changes by following the steps outlined here: Set up and manage object pipelines

In the screen that has the Deal stages, you should also see a drop-down to switch between pipelines and set different required fields per stage.

Best regards

3

Where is the ‘Update stage properties column’?

4

Hi @CMcGuicken,

If you scroll up one section, you’ll find the directions in the same article.

  • In your HubSpot account, click the settingssettings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Deals.
  • Click the Pipelines tab.