Company and contact info mandatory to create a DEAL
Hello,
I am just starting withDeals and I have an issue regarding the mandatory properties to create a deal.
When Creating aDeal, 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.
Hello everyone - an update that this feature is now out to 100% of portals (Starter and above). Please note that it's not reflected in the mobile experience yet - but we are prioritizing that for 2023. Thank you so much for the consistent feedback, and please continue to post feedback on any improvements you'd like to see to future iterations of this functionality.
Hi all! An update for you - We are currently in private beta for a feature that will allow you to set associations as visible or required when a standard object record is created. This would include the ability to require users to associate a company or contact when a new Deal is created.
Your CSM can request access to this beta on your behalf. We plan to move this feature to public beta in the near feature based on usage and customer feedback, at which point customers will be able to opt in themselves. Thank you all for your feedback!!
Hi everyone - I'm Rachel from the CRM Product team. We are currently working on a feature that will allow you to set associations as visible or required when a standard object record is created. This would include the ability to require users to associate a company or contact when a new Deal is created.
Thank you for your input thus far, every comment helps our team prioritize this work. I will post again once I have more updates.
I'm happy to update that our product team is currently exploring how to solve the problem of setting associated records to deals mandatory in deal creation in HubSpot. In the meantime, please continue to leave your comments and use cases here in this thread
Hello everyone - an update that this feature is now out to 100% of portals (Starter and above). Please note that it's not reflected in the mobile experience yet - but we are prioritizing that for 2023. Thank you so much for the consistent feedback, and please continue to post feedback on any improvements you'd like to see to future iterations of this functionality.
It has no sense have this update only for desktop and not for mobile app.
in addition, there is not the possibility to set mandatory for Line items and the most serious thing Is not to have the possibility to associate a Line item in a deal on mobile app.
Posting this on behalf of the Customer, thanks to the Product Team for requiring a Contact to be associated with the Deal in the Creation Form. However, it would be great if the Association Label can further already be specified on that Same Form rather that Manually adding the Association Label after Creation so that it is not missed out as the Workflows that Send Email critically hinges on this for it to go out as expected.
To kind of build on top of this, it would be highly valuable if users could be mandated to associate e.g. deals and/or tickets with tickets/deals/custom objects once a deal or ticket is moved to a specific pipeline stage.
Currently, it is possible to make certain properties mandatory, per pipeline stage. It would be great to extend the pipeline stage specifc functions to mandated associations. The end result would be that, for example, one could not close a ticket before associating it with a deal or with a custom object.
