make contact in deals mandatory

SOLVE
Occasional Contributor

Hi, when we create a deal is it possible to make the contact mandatory. So all teams must fill in a contact?

2 Accepted solutions

Accepted Solutions
Community Thought Leader | Diamond Partner

Hi @Afd-mark 

 

Unfortunately, this is not possible at the moment. The associated contact and company are in a section of the create deal dialogue that can not be modified. 

 

Your best bet currently is probably to document a process and make it mandatory - although I realise how hard this can be. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Highlighted
Regular Advisor | Silver Partner

Hi @Afd-mark 

 

You can set up a custom filter so you can see which Deals don't have a Contact Associated.

 

Won't fix it but at least you can see who is responsible and nag them ;o)

 

In Deals click "+add filter" (on the left). The select "Associated Contact" is "Unknown", save your filter and give it a sensible name.

 

This will show you all the offending deals, you can add a column with HubSpot Owner to see who to nag.

 

If you have Marketing Pro you could set up a Deal Workflow that is triggered when "Number of contacts is 0", then assign the Deal Owner a Task (auto nag).

 

Again doesn't solve the problem but it helps you keep on top of it.

Mike

2 Replies 2
Community Thought Leader | Diamond Partner

Hi @Afd-mark 

 

Unfortunately, this is not possible at the moment. The associated contact and company are in a section of the create deal dialogue that can not be modified. 

 

Your best bet currently is probably to document a process and make it mandatory - although I realise how hard this can be. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Highlighted
Regular Advisor | Silver Partner

Hi @Afd-mark 

 

You can set up a custom filter so you can see which Deals don't have a Contact Associated.

 

Won't fix it but at least you can see who is responsible and nag them ;o)

 

In Deals click "+add filter" (on the left). The select "Associated Contact" is "Unknown", save your filter and give it a sensible name.

 

This will show you all the offending deals, you can add a column with HubSpot Owner to see who to nag.

 

If you have Marketing Pro you could set up a Deal Workflow that is triggered when "Number of contacts is 0", then assign the Deal Owner a Task (auto nag).

 

Again doesn't solve the problem but it helps you keep on top of it.

Mike