Deal Creation & Association

Smart CRM & Sales Hub CRM
1

Hi Everyone,

We reached out to HubSpot to see if you could make it mandatory for “associations” (company, contacts etc.) to be selected or created when creating a new “deal”.

They informed us there was no way to configure this to make these fields mandatory upon creating a deal.

Does anyone think it would be helpful or sensible for this to be available. Surely most companies have a contact and/or company associated with most deals regardless of what stage they are in.

James.

2

Hi @jcatherine91,

Other users have requested this before:

https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/idc-p/177807

https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-require-and-associate-Company-and-Contact-to-Deal/idi-p/319956

I’d recommend upvoting these requests. The product team reviews them based on their popularity.

Luckily, the first one is already being reviewed by the product team!

Best regards

3

Hi @jcatherine91 ,
These are the default association with objects and companies prpvided by Hubspot.

Thanks!