Is it possible to require an associated Contact and Company record when editing a Deal?
We’re trying to avoid having free-floating Deals in the CRM so we’d like to make it required before our sales reps are able to move the Deal beyond its initial stage.
Is this possible? If yes, how do I set that up?
Thanks in advance!
Hi @HHolmgren,
This is unfortunately currently not possible and I’m not aware of any workarounds. Other users have requested this (Company and contact info mandatory to create a DEAL) but the product team is not planning to implement this. Still, I’d recommend upvoting the idea. The more popular an idea, the higher the likelihood it’s reviewed (again).
Best regards!
Hi, is there any update on this request? I’m new to Hubspot and I need to create mandatory related contacts and companies for a deal.
Thank you for your help!