Make "Associated company" required in deals adding

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New Contributor

I would like to make "Associated company" property required in deals adding so that the team has to add it.

deals properties.jpgdeals properties settings.jpg

Is it possible? 

 

Thanks,

Mario

7 Replies 7
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HubSpot Employee

Hi @MarioHdez At this time, only deal properties are available to be included in the "create" modal. Keep you eyes peeled though. Using a contact/company  property  as deal data is on the roadmap for future updates. 

 

Thank you,

Ed Justen


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Regular Contributor

You could merge this with this request: https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/i...

 

@edjusten could you please do this so that this issue gets more power? Thanks

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New Contributor

Please, Hubspot! This is extremely important to our company. 

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Regular Contributor

We would also love this ability to do this. 

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0 Upvotes
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New Contributor

This is also important for us. I would really like to make it obligatory for my sales team to associate a deal with a company when a deal is closed and won.  When it is just a lead, it does not need to be yet associated with any of the companies in our register. Still not possible?

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New Contributor

What's the status on this? 
It was on the roadmap 2 years ago.

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Community Manager

Hello @solalsab ,

 

At the moment it is currently not possible. It can only require deal properties when new deals are created.

 

I would recommend you to please upvote this following idea here to receive any updates about it.

 

Kindly,

 

Pam

 


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