Account & Settings

DEllis-Hill
Member

Lead Source

SOLVE

HELP! I'm trying to add a mandatory field when setting up a deal to monitor which source our leads came from? E.g. referral, Google, LinkedIn, Email, repeat business, etc.
I want to be able to monitor what is and isn't working in terms of our proactive biz dev. 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead Source

SOLVE

Hi @DEllis-Hill,

 

Have you reviewed the link that I shared? It's explained step by step there: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

Let me know if you're getting stuck at any point.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Lead Source

SOLVE

Hi @DEllis-Hill,

 

Yes, this is possible but requires a Sales Hub Professional subscription, see here: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

In the free CRM, you can add properties that appear when creating a record but you can't make them mandatory/required.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

DEllis-Hill
Member

Lead Source

SOLVE

Hi Karsten,

 

Thanks for this.

 

What if it doesn't have to be mandatory? How can I add these options that way?


Thanks,


David.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead Source

SOLVE

Hi @DEllis-Hill,

 

Have you reviewed the link that I shared? It's explained step by step there: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

Let me know if you're getting stuck at any point.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.