Limit deal stage based on Amount

[BLaRosa]

Hi

We have a custom field called Margin as our reps are paid on Margin not evenue.  Amount is calculated using a workflow based on the Margin and product type.  If Margin is $0 the Amount is also $0.

Essentially I want to marke my Margin field mandatory to be completed before I progress a Sales Stage.  Margin is used in numerous calculations so it isset by a workflow to be $0 when a Deal is created - otherwise the calculations for our total pipeline would fail.

I'm looking for a way to limit the Deal Stage if a Rep has not entered the Margin (Amount) in a Deal.  I cannot find a way to do this.  Any ideas?

[karstenkoehler · Accepted solution]

Hi @BLaRosa,

There are ways to make fields required but not ways to force a user to change it something else than $0, unfortunately: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

If you want to make a non-$0-amount required, that would require an Enterprise subscription. Here are the steps:

• Create a custom checkbox property "Deal amount greater 0"
• Use a workflow to update this property to "True" when the deal amount is greater than 0
• Make the property view only: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties (this is the Enterprise only feature)
• Make the view-only property required for the deal stages

Now users can only proceed if the property is checked by the workflow.

In Professional subscriptions or lower, this can, as far as I know, not be enforced.

Best regards!

[Ktamir]

Hi,
Do you mean that he can not progress without an amount?

[karstenkoehler · Accepted solution]

Hi @BLaRosa,

There are ways to make fields required but not ways to force a user to change it something else than $0, unfortunately: https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stag...

If you want to make a non-$0-amount required, that would require an Enterprise subscription. Here are the steps:

• Create a custom checkbox property "Deal amount greater 0"
• Use a workflow to update this property to "True" when the deal amount is greater than 0
• Make the property view only: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties (this is the Enterprise only feature)
• Make the view-only property required for the deal stages

Now users can only proceed if the property is checked by the workflow.

In Professional subscriptions or lower, this can, as far as I know, not be enforced.

Best regards!

[BLaRosa · Accepted solution]

This looks workable - I'll give it a try.  Thanks!