CRM

JTony13
Participant

Need assistance to prevent sales rep to update deal stage

SOLVE

Hi All,

Can anyone suggests me to prevent the deal stage to mark as closed won until one of the property for example amount been filled.
So how to setup the automation for this deal object.

2 Accepted solutions
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Need assistance to prevent sales rep to update deal stage

SOLVE

@JTony13 

 

In this case, One way could be to use conditional stage properties For example, you could add "amount" as a required conditional stage property for the "closed won" stage

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Need assistance to prevent sales rep to update deal stage

SOLVE

Hi @JTony13,

 

There is a setting that allows you to specify a required property that needs to be filled before a deal can be moved to a stage. You can find step by step instructions here: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#dea...

 

karstenkoehler_0-1701158123879.png

 

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.

View solution in original post

0 Upvotes
3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Need assistance to prevent sales rep to update deal stage

SOLVE

Hi @JTony13,

 

There is a setting that allows you to specify a required property that needs to be filled before a deal can be moved to a stage. You can find step by step instructions here: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#dea...

 

karstenkoehler_0-1701158123879.png

 

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.

0 Upvotes
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Need assistance to prevent sales rep to update deal stage

SOLVE

@JTony13 

 

In this case, One way could be to use conditional stage properties For example, you could add "amount" as a required conditional stage property for the "closed won" stage

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
JTony13
Participant

Need assistance to prevent sales rep to update deal stage

SOLVE

Thanks @Jigar_Thakker and @karstenkoehler For the quick reply.