CRM

ARavera
Participant

Mandatory fields when you change deal stage

SOLVE

Hi everyone!

 

I need to create some Hubspot rules for our Sales pipeline. We have 6 differnt stages in Hubspot's Deal section, what I want is: everytime I move a deal from one stage to a particulary stage, some mandatory fields should be filled, can you point me in the right direction on how to do this?

 

Thanks!

Alexia

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mandatory fields when you change deal stage

SOLVE

Hi @ARavera,

 

You can find step by step instructions on this page, under "Customize properties shown on each Deal stage": https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Mandatory fields when you change deal stage

SOLVE

Hi @ARavera,

 

You can find step by step instructions on this page, under "Customize properties shown on each Deal stage": https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.