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
I've been wondering about the same thing. One step further would be to remove the ability to create a deal from the "Deal" object so as to guide a sales rep to create a deal only from the contact itself, thereby ensuring there is a contact (and its associated properties) attached to every deal.
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!
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?
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
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:
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.
@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. 🙂
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 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.
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
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.
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!
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.
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