Make it mandatory to assign a contact or deal when creating a task
SOLVE
When creating a new task, it should be possible to set required fields that always need to be filled out in order to save the task, if not the user should get an error message.
This is currently not possible but you could suggest this in the HubSpot Ideas section of the community. Submissions to that part of the forum are being monitored by the product team and evaluated by their popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This is currently not possible but you could suggest this in the HubSpot Ideas section of the community. Submissions to that part of the forum are being monitored by the product team and evaluated by their popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer