Mandatory properties on Deals get skipped when creating a deal

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Occasional Contributor

Hi all,

 

We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview).

 

Screenshot 2019-02-11 at 15.37.15.png

Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions won't pop-up.

 

We're missing a lot of data on deals that are created and set to Won straight away because of it.

 

Would be very nice to have the option to still ask for those questions/properties

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2 Accepted solutions

Accepted Solutions
Community Thought Leader

Got it. As indicated earlier, item #2 is intended behavior.

- see image

hubspot-deals-stages-mandatory-properties.pngHubSpot Deal Pipeline With Required Properties

 

Item #3 is definitely a HubSpot support issue.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Community Thought Leader

Just wanted to make this thread complete, so ...

 

Managing required HubSpot properties at deal creation time is controlled by the following Deal settings.

- see imagehubspot-deals-settings-create-deal1.pngHubSpot Deal Creation Settings

 

 

 

Once on the next screen, Pro users are able to set specific properties to 'required' status.

- see imagehubspot-deals-settings-create-deal2.pngHubSpot Deal Properties (at creation time)

 

 

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

9 Replies 9
Community Thought Leader

@TomS, a little clarity is needed.


What are you saying? That new deals immediately set to Closed Won are not requiring ...


-1- Deal source* and Closed Won Reason* ?? (error)

or
-2- ANY 'required' properties from PREVIOUS STAGES? (expected bahavior)

or
-3- ANY 'required' properties? (error)


In the case of item #2, this is expected behavior because the previous stages were never landed on in HubSpot. As such, mandatory deal stage properties need to be added to every subsequent deal stage.


Example:
If we want Deal Description mandatory at the Solution Presented (50%) stage AND closing time, we need to include it as a mandatory field in the Solution Presented stage and ALL SUBSEQUENT STAGES.


That way, any deal created that lands on the Solution Presented (50%) stage or any stage after it will require the data we need.

 

Good?

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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Highlighted
Occasional Contributor

Hi Frank,

 

Thanks for the quick response!

 

The required fields (with a * marking) will be skipped for every stage in the funnel, except for the properties that show up when creating a deal. It will also skip the required properties that are on 'Won', so I would guess it's a combination of two and three.

 

All the best,

 

Tom.

 

 

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Community Thought Leader

Got it. As indicated earlier, item #2 is intended behavior.

- see image

hubspot-deals-stages-mandatory-properties.pngHubSpot Deal Pipeline With Required Properties

 

Item #3 is definitely a HubSpot support issue.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Community Thought Leader

Just wanted to make this thread complete, so ...

 

Managing required HubSpot properties at deal creation time is controlled by the following Deal settings.

- see imagehubspot-deals-settings-create-deal1.pngHubSpot Deal Creation Settings

 

 

 

Once on the next screen, Pro users are able to set specific properties to 'required' status.

- see imagehubspot-deals-settings-create-deal2.pngHubSpot Deal Properties (at creation time)

 

 

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Advisor

This feature works fine for making properties mandatory when moving deal stage but apart from moving deal stage, we need to make properties conditionnaly mandatory. If you're interested by that, please help to make the idea popular by voting here: https://community.hubspot.com/t5/HubSpot-Ideas/Conditionally-display-and-or-make-mandatory-propertie...

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Community Thought Leader

>>"This feature works fine for making properties mandatory when moving deal stage but apart from moving deal stage, we need to make properties conditionnaly mandatory."


No, this solution works when MOVING, CREATING, AND CLOSING deals. Conditionally mandatory properties were not asked for or referenced in the original query here.


Good idea -- in the proper context.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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Occasional Contributor

Hi,

 

I have noticed the same issue when creating deals. When a deal is created, the only "Required Properties" are the ones that are mandatory Hubspot Defaults (Deal Name* and Pipeline*).

 

When creating a deal, after selecting a deal pipeline and selecting a deal stage, the custom required properties don't even appear for me to enter data! I have to "Create" the deal with these properties empty, and then change the Deal Stage to a different stage, and then back again to the Deal Stage with Required Properties.

 

This is extremely tedious and frustrating. 

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Community Manager

Hi @BradleyE,

 

If you look at @MFrankJohnson's second solution, it shows how you can set properties during the deal creation process, including custom properties. 

 

If you are experiencing something different, can you please share a screenshot/video of what you're seeing? 

 

Thank you,

Jenny


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Occasional Contributor

Hi @jennysowyrda ,

 

Thank you for your reply. My understanding is that the option outlined by @MFrankJohnson creates a universal required property on all deals. My concern regards required properties that are unique to the deal stage and deal pipeline. 

 

There are properties that are critical to specific deals but are unnecessary to others. This is where my concern comes into play.

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