CRM

AdamS3
Participante

Require review on stage change

resolver

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?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Require review on stage change

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Require review on stage change

resolver

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
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.

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AdamS3
Participante

Require review on stage change

resolver

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

 

Thanks again,

Adam

karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Require review on stage change

resolver

Upvoted!

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.

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