Agreed would like this.
I am surprised that this is even possible. This really should be a crucial thing to have in any CRM. I guess it’s the same problem that exists with funnel reporting, which won’t really work unless the sales reps go through every stage of the deal. This is nice in theory, but the reality is very different. Hopefully, this will be fixed soon.
Conditional requirements at the property level (a huge miss by Hubspot) would also fix this, but they don’t seem eager to implement this.
Hi there! Commenting on behalf of a customer. This is a much needed feature as it results in a lot of missing deal information without it!
COmmenting on behalf of another customer - this is much needed!
Upvoted and commenting. In order to maintain our clean data and keep expectations consistent this is needed. I’m getting a lot of users that set a deal directly to the Won stage and bypass all the mandatory data that proves they’ve actually won the deal.
I don’t feel that building a workflow that moves the deal stage backwards if data is missing is the appropriate idea, for my instance at least, because there are so many requried fields depending on the stage. With changing expectations the workflow would have to be updated too frequently.
Waiting for this functionality too.
This is critical for our busniess
Upvoted and commenting. In order to maintain our clean data and keep pipelines and forecasts consistent this is needed. I’m finding users create a deal and set it to a stage much higer then the initial one, and bypass all the mandatory data.
I don’t feel that building a workflow that moves the deal stage backwards if data is missing is the appropriate idea because there are so many required fields depending on the stage. With changing expectations the workflow would have to be updated too frequently.
Upvote
Hi everyone, we’ve been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here’s the Knowledge Base article with more details.
In short, you can enforce any of the pipeline rules to address the situation described here. The new rules include:
- Limit new deal creation to a single stage
- Restrict skipping stages
- Restrict backward movement
Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!