Setting Required Fields Based on Lead Status Changes
resolver
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.
Setting Required Fields Based on Lead Status Changes
resolver
>>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.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Setting Required Fields Based on Lead Status Changes
resolver
>>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.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.