HubSpot Ideas

KTownsend

Add required playbooks & line items in the deal pipeline stage properties

It would be useful to have an option to make playbooks and line items required as well as deal properties in the pipeline 'update stage properties' settings. Sometimes we don't know line items until a later stage in the deal, so makiing this mandatory for a certain stage would be helpful

2 Replies
LWu_CMS
Participant

We have the same requirement to make the line item as requried/mandatory in a certain deal stage but found this is currently unavaliable on HubSpot.

JChiolis
Member

@LWu_CMS While that's a good feature - playbooks can update the deal properties so making the entire playbook mandatory for a stage change would be ideal.