HubSpot allows us to set “required properties” based on the pipeline stage. The value in this is that as a deal advances through the pipeline, more information will be known that would have been unknown at the time of deal creation. So it does not make sense to prompt the user to complete those properties for every new deal, just the ones that have reached a specific deal stage.
This feature works well when a deal is moved into the next deal stage from an earlier stage. However, the user is able to bypass required fields if they create a new deal directly in the later stages. The deal record is created with no prompts from HubSpot to complete those fields.
Suggestions:
1. Fix the user interface so that if there is a required field at any given deal stage, the user is prompted at the time of deal creation to complete those fields.
2. Enable a function that forces users to create deals in the initial pipeline stage and manually advance the deal forward so that required field prompts are guaranteed to be triggered.
Note - when I contacted HubSpot about this the only suggestion was to create a workflow that sends the user an email about the missing information. This does not solve the problem. If a property is set as “required” then it should not be this easy to bypass.