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brianmelanson

‎Mar 1, 2019 7:45 AM

Participant

Regarding Customization Deal Creation Form

SOLVE

Hi Team,

 

Is it possible for you to customize deal creation form for us, we need mandotory field of company and amount field, so that when ever user going to create a deal then company and amount must ask to input. please refer attachment of deal creation form.

 

Deal_Form.PNG

Deals
0 Upvotes
1 Accepted solution
MFrankJohnson
Solution

‎Mar 1, 2019 12:31 PM

Thought Leader

Regarding Customization Deal Creation Form

SOLVE

Deal Amount can be made mandatory at deal creation time. However, associated company cannot be forced via the HubSpot UI.

 

You may auto-associate a company with a deal via the API, but that requires knowing the company in advance -- see comment by Connor Barley | HubSpot Developer Support (28-Feb-2019).

 

Best,
Frank

Chief HubSpot Consultant

hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
1 Reply 1
MFrankJohnson
Solution

‎Mar 1, 2019 12:31 PM

Thought Leader

Regarding Customization Deal Creation Form

SOLVE

Deal Amount can be made mandatory at deal creation time. However, associated company cannot be forced via the HubSpot UI.

 

You may auto-associate a company with a deal via the API, but that requires knowing the company in advance -- see comment by Connor Barley | HubSpot Developer Support (28-Feb-2019).

 

Best,
Frank

Chief HubSpot Consultant

hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes

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Regarding Customization Deal Creation Form
Deal Amount can be made mandatory at deal creation time. However, associated company cannot be forced via the HubSpot UI.   You may auto-associate a company with a deal via the API, but that r...
Deal Amount can be made mandatory at deal creation time. However, associated company cannot be forced via the HubSpot UI.   You may auto-associate a company with a deal via the API, but that r...
Sales
Mar 1, 2019