Setting Required Fields Based on Lead Status Changes

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Hey folks,

 

We are using Lead status as a tool to track Contacts through the pre-sales and sales cycle, as most teams do. Right now within Lead Status, we have an "Unqualified at this time" option available. I'd like to potentially have it so if a salesperson manually changes the lead status to this option, they are required to also choose an "Unqualfied reason" field option from a pre-defined list. Is this possible?

 

Think along the same lines as if you are moving a deal from stage to stage, and you have certain required fields depending on what stage you're moving between. 

 

Thank you!

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Community Thought Leader

>>Is it possible to set required properties based on lead status changes?

No. Not directly within the HubSpot UI.


You can have that 'Unqualified' lead status trigger a workflow that auto-creates a Task. However, you cannot FORCE any contact.property to be REQUIRED -- other than in (progressive / smart) forms.

 

Deal stages are a different matter entirely.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

1 Reply 1
Community Thought Leader

>>Is it possible to set required properties based on lead status changes?

No. Not directly within the HubSpot UI.


You can have that 'Unqualified' lead status trigger a workflow that auto-creates a Task. However, you cannot FORCE any contact.property to be REQUIRED -- other than in (progressive / smart) forms.

 

Deal stages are a different matter entirely.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817