Pains with filling CRM fields constantly

CÁlvarez5 · ‎12 8, 2022

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.

karstenkoehler · ‎12 9, 2022

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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元の投稿で解決策を見る

karstenkoehler · ‎12 9, 2022

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.

kvlschaefer · ‎12 9, 2022

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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