We require this functionality
Why couldn’t you:
1. Create a checkbox on Deals for “Associated Company?”
2. Require it be marked “true” to move through Deal stages.
3. Create Company workflow to update the checkbox whenever the Company Associated (built in field) Deal count is >= 1?
(It will only check yes on the deals that are associated to the Company with the count.)
This is absolutely needed for our use. We are having certain reps not associated contacts and companies to deals which is causing issues with some of our workflows and emails firing. Its becoming a bit of a headache at this point.
We also really need this functionality.
Hello,
we would also need the possibility to have the association to a product as mandatory to create a deal. this is not possible either. We have workflow in place for price calculation that do not occur if people forget to associate the deal to a product, which happens quite often.
thanks
Susana
It would make our lives 100% better if we were able to make associated contacts a required field when creating deals. We have so many people who do not associated contacts and so we are not able to show them where their new customers are coming from.
We need this as well, lots of deals being created with no associated contacts. Makes transferring deals to new owners when people transition pretty difficult.
We need this too
We also needt his feature. Please make it happen!
Hello,
I think this is a brilliant idea and it would be great to see it implemented. I want to make it mandatory for the sales team to add a contact when creating a deal so that we have the relevant contact to send specific comms to. Just need that little tick box next to contact so I can make it a requried field.
Another vote for this functionality…
Hi there,
Our company also really needs this feature, any update on this?
Hi @edjusten,
Why is this still not addressed by the HubSpot team? This is basic functionality.
Right now we are running a report that identifies the Deals with No Associated Company, but come on. Contact and Company need to be mandatory.
Deals vs Contacts/Companies truly feels like two different worlds in the data schema. If I’d like to create a wrokflow, for example have a Task created for Deals that do not have an Associated Company, the field is just not there…
Associated Company is there when selecting Contact and vice versa. But Deals and Contacts/Companies are visibly disconnected in numerous places in the CRM
Agreed with all of this. I have a list and dashboard to manage these when it should be on the sales people to connect it correctly in the beginning. Some do it but at least 1/3rd forget because they’re managing a lot of deals or simply forget. We have 100+ sales people across the country to so it ends up falling on the marketing team to manually associate them regularly so our reporting works. Not at all an ideal way to go and a huge waste of time.
I’m wasting so much time creating tasks and following up with people for tactical nonsense.
Such a waste. I’f we could force associated contacts, comapnies and products - the whole thing would be SO much cleaner and easier to manage.
Is this functionality available yet? What are the best ideas to get around people forgetting to add a contact to a deal?
Please Hubspot, escalate this functionality, agree with all above.
Thanks !
Hubspot - you are making it impossible to protect data integrity for all of your customers without this functionality. This is now a hundred upvotes - a product manager should weigh in.
Yes this is vital, its causing a lot of issues for us as we cannot ensure data is copied from deals to contact and or company records.
Hi everyone,
I’m Joe, the Ideas Forum Manager.
At this time there are no plans to develop this Idea. There’s actually a bit of a weird hiccup in the implementation. If an association is required to create a deal, and the associated object doesn’t exist, users could be trapped in a creation loop.
I just wanted to provide a bit of clarity on why this isn’t currently planned.
Best,
Joe