CRM

CÁlvarez5
Member

Pains with filling CRM fields constantly

SOLVE

Hi there!

 

Im a sales manager in an Startup.

My team tends to forget sometimes to fill my CRM. Because of my business as usual, i usually don't have time to check. Nevertheless, i would like to know what fills are a must that have to be updated always to see results.

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

Pains with filling CRM fields constantly

SOLVE

Hi @CÁlvarez5,

 

There are options to make fields required: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

(This is a paid feature, not available in the free CRM.)

 

If that's not what you're referring to, could you share more context?

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Pains with filling CRM fields constantly

SOLVE

Hi @CÁlvarez5,

 

There are options to make fields required: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

(This is a paid feature, not available in the free CRM.)

 

If that's not what you're referring to, could you share more context?

 

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.

kvonloesecke
Community Manager
Community Manager

Pains with filling CRM fields constantly

SOLVE

Hi @CÁlvarez5,

 

Thanks for reaching out!

 

Could you please provide a bit more context, what are you trying to accomplish? 

Are you looking for an opinion on which CRM fields should be filled on a contact, company, or deal record?

Are you seeing this issue the moment a record is created or during the nurturing process?

 

Thank you!

 

Best,

Kristen


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