Make "Associated company" required in deals adding

MarioHdez · ‎Jan 2, 2018

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

Is it possible?

Thanks,

Mario

edjusten · ‎Jan 10, 2018

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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Anna-T · ‎Feb 13, 2018

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 · ‎Nov 9, 2020

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?

sharonlicari · ‎Nov 10, 2020

Hey @InboundPro

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

Thanks

Sharon

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amandacamasmie · ‎May 28, 2019

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

bradytraeder · ‎Apr 13, 2020

We would also love this ability to do this.

RikuE · ‎Apr 15, 2020

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?

solalsab · ‎May 26, 2020

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

PamCotton · ‎May 26, 2020

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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Arran · ‎Oct 14, 2020

+1

PamCotton · ‎Oct 15, 2020

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

Thank you,

Pam

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musicguy88 · ‎Nov 4, 2020

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

sharonlicari · ‎Nov 5, 2020

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

Thanks

Sharon

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Bruno_Teixeira · ‎Dec 11, 2020

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


	Contact us

bryceanelson · ‎Apr 28, 2021

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.