CRM

Mjeffries
Member

Making products required for moving a deal stage?

SOLVE

For deals, you can obviously set the deal fields that are required in order to move the deal forward.

 

Is it possible to make it so that the sales rep has to have filled out the products before they are allowed to move it e.g. to the closed won?

 

The only thing I can currently think of but it seems unneccessarily complex is to create a new deal field, and populate it through workflows when there are products. Is there an easier way?

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Making products required for moving a deal stage?

SOLVE

>>"Is it possible to make it so that the sales rep has to have filled out the products before they are allowed to move it e.g. to the closed won?"


Don't know of a built-in way to FORCE product creation. However, it may be a good idea to add products to deals (when appropriate) at creation time. That way, there's more time to find issues before we get to the Close Won stage.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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1 Reply 1
MFrankJohnson
Solution
Thought Leader

Making products required for moving a deal stage?

SOLVE

>>"Is it possible to make it so that the sales rep has to have filled out the products before they are allowed to move it e.g. to the closed won?"


Don't know of a built-in way to FORCE product creation. However, it may be a good idea to add products to deals (when appropriate) at creation time. That way, there's more time to find issues before we get to the Close Won stage.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com