Need assistance to prevent sales rep to update deal stage

[JTony13]

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.

[Jigar_Thakker · Accepted solution]

@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.

[karstenkoehler · Accepted solution]

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...

Best regards!

[Jigar_Thakker · Accepted solution]

@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.

[JTony13]

Thanks @Jigar_Thakker and @karstenkoehler For the quick reply.