CRM

CMcGuicken
メンバー

Change required fields between different pipelines

解決

Hi folks,

 

We have a number of different pipelines and I was wanting to remove or make non required fields in 1 pipedrive comapred to the others.

 

For examples Client Renewals will not need some of the fields that are required for New Business.

 

I can't seem to find a way to edit this on the Hubspot platform, so any help is much appricated folks. 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Change required fields between different pipelines

解決

Hi @CMcGuicken,

 

You can make these changes by following the steps outlined here: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#dea...

 

In the screen that has the Deal stages, you should also see a drop-down to switch between pipelines and set different required fields per stage.

 

Best regards

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.

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CMcGuicken
メンバー

Change required fields between different pipelines

解決

Where is the 'Update stage properties column'? 

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Change required fields between different pipelines

解決

Hi @CMcGuicken,

 

If you scroll up one section, you'll find the directions in the same article.

 

  • In your HubSpot account, click the settingssettings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Deals.
  • Click the Pipelines tab.

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.

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Change required fields between different pipelines

解決

Hi @CMcGuicken,

 

You can make these changes by following the steps outlined here: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#dea...

 

In the screen that has the Deal stages, you should also see a drop-down to switch between pipelines and set different required fields per stage.

 

Best regards

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.