Make Company info mandatory based on Deal activity

HubSpot Ideas
1

It would be a good idea to have the possibility to make populating a Company info field mandatory when a Deal reaches a certain stage.

As an example, you can have a field in the Company record where you can add certain details about the Company.

The idea would be that when you try to move a Deal to Closed Won this field would appear with a note asking you to fill it out and/or to confirm its existing contents are accurate.

I do know that it is possible to create a workflow based on this and send a notificaiton to the user, but that does require the user going back into the Company record and updating the field (or not). Making it mandatory when a Deal moves to Closed Won will ensure the field is populated.

2

This is a great idea and they definitely need to build some type of cross object logic when a specific criteria is met. I have several use cases where I want a deal property to be populated when a specific trigger is met at the company level and, in turn a lot of use cases where I want a company property to be populated when a specific trigger is met at the deal level.

Great idea and thanks for submitting.