CRM

MScaramastra
Contributor

How to elude required fields

SOLVE

If you have a required field for a deal stage, like 'lost business reason' you can elude having to enter the property by using the bulk edit UX.

 

For example, in our portal you can't close a lead without a reason... it's a prompt. If you change the deal stage from the bulk edit UX you don't need to enter the reason. 

 

This has caused a major reporting headache going back months. Please fix.

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

How to elude required fields

SOLVE

Hi @MScaramastra,

 

I agree, fields aren't actually required if they can be bypassed.

 

Other users have requested this before and the best way to signal HubSpot should prioritize this is by upvoting and sharing those existing requests. The product team reviews these requests by popularity.

 

Fix Users Ability to Bypass Required Properties

Set required fields for manual data imports

 

You can make it easier for others to find these threads by accepting my reply as a solution. I'd appreciate it.

 

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.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to elude required fields

SOLVE

Hi @MScaramastra,

 

I agree, fields aren't actually required if they can be bypassed.

 

Other users have requested this before and the best way to signal HubSpot should prioritize this is by upvoting and sharing those existing requests. The product team reviews these requests by popularity.

 

Fix Users Ability to Bypass Required Properties

Set required fields for manual data imports

 

You can make it easier for others to find these threads by accepting my reply as a solution. I'd appreciate it.

 

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.