Deal Creation & Association

[jcatherine91]

Hi Everyone,

We reached out to HubSpot to see if you could make it mandatory for "associations" (company, contacts etc.) to be selected or created when creating a new "deal".

They informed us there was no way to configure this to make these fields mandatory upon creating a deal.

Does anyone think it would be helpful or sensible for this to be available. Surely most companies have a contact and/or company associated with most deals regardless of what stage they are in.

James.

[karstenkoehler · Accepted solution]

Hi @jcatherine91,

Other users have requested this before:

https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/i...

https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-require-and-associate-Company-and-Contact-t...

I'd recommend upvoting these requests. The product team reviews them based on their popularity.

Luckily, the first one is already being reviewed by the product team!

Best regards

[deepikaverma · Accepted solution]

Hi @jcatherine91 ,
These are the default association with objects and companies prpvided by Hubspot.
https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

Thanks!

[karstenkoehler · Accepted solution]

Hi @jcatherine91,

Other users have requested this before:

https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/i...

https://community.hubspot.com/t5/HubSpot-Ideas/Option-to-require-and-associate-Company-and-Contact-t...

I'd recommend upvoting these requests. The product team reviews them based on their popularity.

Luckily, the first one is already being reviewed by the product team!

Best regards