Pipeline Stage Criteria Setting

Currently in Pipeline Stages we are able to set criteria, such as certain properties must have content only can the Deal be moved to certain Pipeline Stage. I encounter an issue, where my Sales person created the Deal, but did not create the Company nor the Contact. So the Deal was not associated to a Company nor a Contact. I seek your understanding to have such feature: if the Deal is not associated to any Company, then that Deal will not be allowed to be moved to, example the Close Won stage.

I definitely second this!

@mortenstaal This is an excellent idea. I can think of a few workarounds to solve it for you for now using workflows while we wait for it to be implemented though!

We could create a deal property called ‘Assocaited contact’ that is automatically filled in with the name or email of the first contact associated to the deal. We could then say that a deal can’t move forward until there is a value for this deal property.
Workflows would be needed to achieve this of course.
Let me know if you would like somemore info on how it would work :slightly_smiling_face:
All the best,

Olivia Bagnall

Inbound Consultant and Project ManagerBaskey
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln