Add contact as a property to be required when creating a deal

I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this should be an easy add since you've already built the required option?! This helps prevent sales team from just entering bare bones info to get the deal in the system and forces a contact associated with each deal. As is, if contact not added when deal created, you have to go back to the company and look up the contacts.

 

Thanks!

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13 Replies
yatishm
Top Contributor

Agreed ... I searched around a bit on this and it seems that one can create Deals with no associated Contact or Company. I can see some use in this as well. 

 

Perhaps this can be an account wide setting for Deals. I.e. Account admins should have the ability to set whether at least 1 Contact and or Company needs to be associated when creating Deals.

 

Hope there is some feed back on this soon. Thanks in advance Smiley Happy

Bettinarf
Top Contributor

We have created a workflow that notifies the deal owner when a deal is created without a contact.

Within the alert they get we let them know that the company also needs to be filled. 

This is the solution we have found until now. 

Best regards,

Bettina

Brycelbrewer
Regular Contributor

HubSpot Team,

 

Where are we at with this one?  It is a very simple feature that we need to have data integrity on our deals and to ensure our follow-up process is successful.  I ended up having to create a workflow that creates a task for the deal creator if there is no contact present but it would be much simpler to make it required and be done with it. 

 

Any field that is available to the deal creator to input should be a field that we as users can require to be entered.  Why are our hands being tied in our unique deal creation processes??