Looking to streamline new sales measurement/ tracking

Hi @MaileSchunk,

Have you considered making the amount field required? Set up and manage object pipelines

If that’s not an option, could you in explain in a bit more detail what you mean by sales template? Are you referring to the sales person creating a quote and this quote amount being synced to HubSpot? If so, have you considered HubSpot quotes (which do this out of the box)? Manage quotes

Best regards