Pipeline Dependent Stage Properties

HubSpot Ideas
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Status: Idea Submitted

1

Currently, you can prompt for properties to be completed when moving a Deal or Tickets to new stages/statuses.

However, this only supports mandatory or optional.

It would be hugely useful if you could create dependent properties, e.g. a property that displays when another property value is selected.

e.g.

  • Select ‘Went with Competitor’ as a Closed Lost reason on a Deal
  • Display ‘Competitor Name’ property that needs to be completed before the Deal can be closed
2

This seems like a fairly straightforward feature that most CRMs (including HubSpot’s biggest competitors) offer. Any update on if this is something that’s been considered for the development roadmap? Thank you!

3

Is there another thread that also suggest this? 25 votes seems far too low for something so useful and such an obviously needed feature.

4

Hi HubSpot team,

I would like to share more ideas on this. I noticed that we now have the first tier of dependent properties when shifting stages, thanks for that, but would it be possible to have a second or multiple tiers after a selected property is chosen? :blush:

It would be super great if we can set multi-level of dependent properties.

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Thank you in advance! :blush:

5

I also know this from other CRM systems and think it would be very usefull.