Company and contact info mandatory to create a DEAL

HubSpot Ideas
1

Hello,

I am just starting with Deals and I have an issue regarding the mandatory properties to create a deal.

When Creating a Deal, I want my team to put the Company and the contact associated with the deal. Both information are Mandatory to create a Deal. Today this is not possible.

It seems like a no brainer to ensure team are never missing basic information in a deal.

Thank you

2

Hi @GLR The New Deal modal does include fields to add or create companies or contacts by default, but does not have the option to make them required. I can certainly see where this would be vital to your business.

I’m going to move this to our ideas forum for further comment.

Thank you,

Ed Justen

3

Thank you for your support Edjusten

I really think that being able to assign contact / company to a deal is a real value.

Best,

4

I would like to make “Associated company” property required in deals adding so that the team has to add it.

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deals properties settings.jpg
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Is it possible?

Thanks,

Mario

5

Hi @MarioHdez At this time, only deal properties are available to be included in the “create” modal. Keep you eyes peeled though. Using a contact/company property as deal data is on the roadmap for future updates.

Thank you,

Ed Justen

6

You could merge this with this request: https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/idc-p/177807#M13988

@edjusten could you please do this so that this issue gets more power? Thanks

7

Hi @edjusten!

We have clients that would greatly benefit from this functionality.

I see you posted this response almost two years ago. Has there been any movement on this since then?

8

Hey @InboundPro

I’d encourage you to follow and upvote for this idea here to receive any updates about it.

Thanks

Sharon

9

Please, Hubspot! This is extremely important to our company.

10

We would also love this ability to do this.

11

This is also important for us. I would really like to make it obligatory for my sales team to associate a deal with a company when a deal is closed and won. When it is just a lead, it does not need to be yet associated with any of the companies in our register. Still not possible?

12

What’s the status on this?
It was on the roadmap 2 years ago.

13

Hello @solalsab ,

At the moment it is currently not possible. It can only require deal properties when new deals are created.

I would recommend you to please upvote this following idea here to receive any updates about it.

Kindly,

Pam

14

+1

15

Hello @Arran , please upvote this following idea here to receive any updates about it.

Thank you,

Pam

16

This would be huge for our org if we could do this

17

Hey @musicguy88 I’d encourage you to follow and upvote for this idea here to receive any updates about it.

Thanks

Sharon

18

Hello,

That would be definitely a good implementation. I upvote for it.

19

I have a similar request. I don’t want to impede our salespeople’s creation of a deal, so instead I’d like to require a Company association when moving a deal to a Won stage. I’ve tried to set this up in Hubspot’s settings and I’ve also be content with an workflow that just notifies certain staff when an association isn’t made.

20

Great Idea! Would love to see this happen!