Hi all, We’re making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the…

Got it. As indicated earlier, item #2 is intended behavior. - see image [hubspot-deals-stages-mandatory-properties.png] H…

Just wanted to make this thread complete, so … Managing required HubSpot properties at deal creation time is controlled by t…

@TomS , a little clarity is needed. What are you saying? That new deals immediately set to Closed Won are not requiring … -1…

Hi Frank, Thanks for the quick response! The required fields (with a * marking) will be skipped for every stage in the funn…

This feature works fine for making properties mandatory when moving deal stage but apart from moving deal stage, we need to m…

>>“This feature works fine for making properties mandatory when moving deal stage but apart from moving deal stage, we need t…

@MFrankJohnson @jennysowyrda I’m not sure these solutions are really solving the initial problem. I have the same issue with …

Agreed. Revisited and created a very specific Idea here . Please upvote at your convenience. Thanks for your patience and to …

this is not the approprate answer. asking reps to add unnsissary/ addtional info when creating a deal just leads to more work…

Hi, I have noticed the same issue when creating deals. When a deal is created, the only “Required Properties” are the ones t…

Hi @BradleyE , If you look at @MFrankJohnson ’s second solution, it shows how you can set properties during the deal creation …

Hi @jennysowyrda , Thank you for your reply. My understanding is that the option outlined by @MFrankJohnson creates a univer…

Mandatory properties on Deals get skipped when creating a deal

PamCotton July 23, 2021, 10:29pm 19

Thank you for creating this idea @mcclured, upvoted!

Kindly,

Pam

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Required properties per pipeline and deal's stage CRM	15	18566	February 2, 2021
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Required properties should only effect manual deal creation HubSpot Ideas object	0	309	August 12, 2020