Require specific properties when creating a dealSOLVE
Jul 19, 2017 6:39 PM
Is there a way to require a contact be added when a new deal is created? I know you can now require certain properties when creating a deal, but don't find contact name as one of the properties. We want to ensure each deal has a contact associated with that deal.
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Jul 19, 2017 8:30 PM
Hi @lisat2m This isn't a requirement because in most use cases, a deal is created after you have been nuturing a contact through a marketing funnel for a least some amount of time. If you are using the inbound methodology, chances are good you've spent some time getting to know the contact and what his/her needs are in relation to your products. By the time you're creating a deal, you already have a long history with the contact, and can associate the contact with the deal with a simple click.
I can see where this could be important though. It could be nice to have an "associated contact" option available in the deal creator modal. Can you head over to the ideas forum and add this as a post?
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