Make "Associated company" required in deals adding

MarioHdez
Participant

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

15 Replies 15
edjusten
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


Did my post help answer your query? Help the Community by marking it as a solution
Anna-T
Participant

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

InboundPro
Participant | Partner

Hi @edjusten!

 

We have clients that would greatly benefit from this functionality.

 

I see you posted this response almost two years ago. Has there been any movement on this since then?

 

0 Upvotes
sharonlicari
Community Manager

Hey @InboundPro 

 

I'd encourage you to follow and upvote for this idea here to receive any updates about it.

 

Thanks

Sharon


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


amandacamasmie
Participant

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

bradytraeder
Contributor

We would also love this ability to do this. 

0 Upvotes
RikuE
Member

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?

0 Upvotes
solalsab
Member

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

PamCotton
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

 

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Arran
Contributor

+1

0 Upvotes
PamCotton
Community Manager

Hello @Arran , please upvote this following idea here to receive any updates about it.

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


musicguy88
Participant

This would be huge for our org if we could do this

0 Upvotes
sharonlicari
Community Manager

Hey @musicguy88 I'd encourage you to follow and upvote for this idea here to receive any updates about it.

 

Thanks

Sharon


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


Bruno_Teixeira
Key Advisor | Diamond Partner

Hello,

 

That would be definitely a good implementation. I upvote for it.

Bruno Teixeira

Growth Manager

Cérès Growth Marketing

Hubspot Diamond Partner

bruno@ceres.agency
www.ceres.agency
linkedin
Contact us
bryceanelson
Participant

I have a similar request. I don't want to impede our salespeople's creation of a deal, so instead I'd like to require a Company association when moving a deal to a Won stage. I've tried to set this up in Hubspot's settings and I've also be content with an workflow that just notifies certain staff when an association isn't made.

0 Upvotes