Make Closed Won/Lost a Mandatory field
Jan 3, 2018 1:15 PM
When creating a deal manually, a user has the option of selecting the Deal Stage. If a user selects Closed Won or Lost, the system does not mandate that the user select an option for the reason the deal was won or lost.
However, when a user moves a deal that has already been created to the Closed Won or Lost, the system mandates that the user select a reason for the deal that has been closed or won.
There are too many loopholes. In one area HubSpot mandates that it be selected and on the other, it doesn't. Can HubSpot improve the system to when a users select Closed Won or Closed Lost, HubSpot is able to recognize that selection and then make it mandatory to update that property? Having this option to where HubSpot is able to recognize the deal stage can help mandate the input of date. Is there a way to progressive profile HubSpot?