Company and contact info mandatory to create a DEAL

Hello,

 

I am just starting with Deals and I have an issue regarding the mandatory properties to create a deal. 

 

When Creating a Deal, I want my team to put the Company and the contact associated with the deal. Both information are Mandatory to create a Deal. Today this is not possible.

 

It seems like a no brainer to ensure team are never missing basic information in a deal.

 

Thank you

78 Replies
Occasional Contributor

We also need this functionality.

Regular Contributor

I have the same request!!!!

I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a contact and or a company, but I had the same problem, I can't add these properties to the workflow!

 

Regular Contributor

Any update un this? We need this functionality.

New Contributor

Realy need this too. 

New Contributor

I agree with OP.

 

This is a function we could really do with.

 

Does anybody know of any workarounds to this? Or a way to set up a trigger report to flag any deals reaching a pipeline stage without an associated contact/company?

 

Thanks

Regular Contributor

@alexJP 

You can set this up via filter and bulk assign Tasks OR you can set it up via workflow. 

 

Sales --> Deals --> Select Pipeline on the left side where filters are

Deals_-_Filter.png

 

Deals_-_Filter_2.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Workflows might be a little bit trickier so make sure to test it out, but you would be able to automatically assign a task or notification after setting up the enrollment. 

 

For deals without companies associated, it would be a Contact-based workflow. In this example, I set it up for any open deal on our Sales Pipeline without an associated Company:

No_Assoc_Co.png

 

Deals that have a Company but no contact looks a little different and I set it up through a Company-based workflow. Then "Deal properties" is at least one deal is in an open deal stage and at least one associated contact is unknown. 

 

This assumes that contacts have the same domain address for their email and may not catch a contact with an email address different from their company's domain. For those, you'd need to run through the Filters and look for "associated contacts unknown" as above. 

 

No_associated_Contact___HubSpot.png

 

 

 

 

 

 

 

 

 

 

 

That's what I'd try, anyway! Hope it helps.

-Dev

New Contributor

@DevinRZC_DM

 

Thanks - this is really helpful stuff!

Regular Contributor

@alexJP You're most welcome! I definitely love passing it along when one of these can at least be worked around until something better and native is in place. 🙂

New Contributor

Hi

 

I've recieved this response from HubSpot:

 

Hey Dean, looks like we aren't able to make 'Associated company and contact' a required property at the moment when creating deals. There was a feedback post created here from a while back but it hasn't garnered a ton of traction, if you'd like to see that as a feature in the future, I'd recommend giving that an upvote: https://community.hubspot.com/t5/HubSpot-Ideas/Company-and-contact-info-mandatory-to-create-a-DEAL/i...

 

I actually just dont understand why one would remove this feature, if there is a field I should have control over it for the needs of my organisation which are constantly changing. But to have to write a support ticket and upvote is a great waist of time for something like this. 

 

I have done my upvote. 

 

Thanks

 

 

Occasional Contributor | Platinum Partner

I need this feature too! We need to make sure that we don't have unassociated deals floating around out there. 

Top Contributor

I absolutely agree with the previous comments: not being able to "force" HS users to enter required data such as associated company and associated contact for a deal makes managers' lifes much harder as they have to manually monitor the correct behavior of their team.

 

This seems to be such a basic and straighforward feature and there doesn't seem to be any progress on the implementation for over a year now. Additionally, there seem to be other "submitted ideas" tackling the exact same issue who have also garnerd a bunch of upvotes themselvse (e.g. https://community.hubspot.com/t5/HubSpot-Ideas/Add-contact-as-a-property-to-be-required-when-creatin...).

 

@edjustencan you push this to the product team somehow and bring this to their attention? Thank You!

Occasional Contributor

Definitely need this. Using workflows is a hack and does help.. but still can't force it all the time.

Top Contributor

100% for this. It doesn't happen often for us, but when it does, it annoys me to no end. I like the idea of simply removing the ability to create a Deal from scratch instead of from an existing Company page.

 

Would love to see this implemented sooner than later

Top Contributor

Agreed. I searched around for this and seems this is not possible right now. I also thing this is a requied feature. I can see why it may not be currently a feature though.

 

Perhaps a setting under Deals can be made available to add the ability to set associated Contacts and or Companies as required when created. And by default this is switched on?

 

Please advise if anyone has found a way around this? Thanks in advance.

Occasional Contributor

I agree fully.  We need to be able to require that a Contact or a Company is associated with a Deal or a Ticket once it gets to a certain stage.  This should also benefit Hubspot revenue as this will ensure all Deals/Tickets eventually get a Contact 🙂  Win/Win for everyone!

Cory

Occasional Contributor

So there is a bit of a workaround here.

 

Deals can be created from a Contact. See below screenshot from the righthand column of a Contact record. When you create a Deal from a Contact, it will pull the Contact name and Company name and associate it with the Deal.

 

Now, you can still create a new Deal from the Deal object and it will NOT mandate that you include Contacts and Companies associated with that Deal. There is no way to disable the ability for a Deal to be created in this way unfortunately, so you'd need manage reps bahavior until they get used to creating a Deal exclusively from a Contact.

 

Screen Shot 2019-09-03 at 09.01.52.png

Occasional Contributor

We require this functionality

Occasional Contributor

Why couldn't you:

1. Create a checkbox on Deals for "Associated Company?"

2. Require it be marked "true" to move through Deal stages.

3. Create Company workflow to update the checkbox whenever the Company Associated (built in field) Deal count is >= 1?

   (It will only check yes on the deals that are associated to the Company with the count.)

 

New Contributor

This is absolutely needed for our use. We are having certain reps not associated contacts and companies to deals which is causing issues with some of our workflows and emails firing. Its becoming a bit of a headache at this point. 

Occasional Contributor

We also really need this functionality.