CRM

AdamS3
Participant

Require review on stage change

SOLVE

We currently have a field (Amount) that is required upon each deal stage change in our pipeline, but once it's filled in it drops into the "Previously Compelted Fields" section and users forget to review it.  Is there a way to force a review on each stage change?

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

Require review on stage change

SOLVE

Hi @AdamS3,

 

This is currently not possible but would definitely a very useful addition to the tool. I'd recommend requesting it in the HubSpot Ideas section of the community. This section is monitored by the product team. If you share the link back here I'll happily upvote it.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Require review on stage change

SOLVE

Hi @AdamS3,

 

This is currently not possible but would definitely a very useful addition to the tool. I'd recommend requesting it in the HubSpot Ideas section of the community. This section is monitored by the product team. If you share the link back here I'll happily upvote it.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
AdamS3
Participant

Require review on stage change

SOLVE

Thanks for the quick response, Karsten!  I've created the Idea and would really appreciate the upvote.

 

Thanks again,

Adam

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Require review on stage change

SOLVE

Upvoted!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes