HubSpot Ideas

BramvdBemt

Associate custom objects to deals

The ability to add custom objects to a deal a required step when moving through the deal stages. So for example, when I move the deal card to won I would like to be required to add a custom object to the deal. 

 

My case: Each deal is associated with a consultant. When the deal is moved to won I would like to add a consultant to the deal. But I only know which consultant will be placed after the deal proceeds through the specific stages.

0 Upvotes