HubSpot Ideas

GLR

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

Mises à jour HubSpot
Statut mis à jour : Delivered
December 19, 2022 12:29 PM

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.


Thanks,
Rachel

Edit: Details on how this feature works can be found in this KB article.

Statut mis à jour : In Beta
December 05, 2022 03:33 PM

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!!

 

Statut mis à jour : In Planning
November 10, 2022 01:41 PM

 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.

 

Rachel

Statut mis à jour : Being Reviewed
October 28, 2021 03:12 PM

Hi All, 

 

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

229 Commentaires
JonDFreeman
Participant

I have a dashboard called "Process Errors." In it, I have reports by rep on what they are not doing, like missing fields. This makes sense for this problem and others where a field might be required later but you do not have the data to fill in early in a cycle.

ROFU
Participant

@JonDFreeman How do you set this up? Can you give me an example?

JonDFreeman
Participant

The solution is simple. Example, if you need to have a company associated to every deal.

 

You'll want to have a report and graphic that shows all deals, by salesperson, which do NOT have a company associated.

 

Create a dashboard called SALES OPERATIONS PROCESS ERRORS (trust me, you'll have many reports that fit in to this model and this dashboard will become an easy tool to point all salespeople toward when they are offenders.

 

In this case, create a two object report of deals and companies (you will add to this dashboard) of all deals with a filter that looks for all deals without an associate company. Be sure to create a bar chart visual that shows the number of deals by salespeople. If you have teams and lots of salespeople, then do this by the team leader or sales manager.

 

The trick is to send out a couple of messages to the salespeople that show on this report - one before the report to tell everyone what you will be doing and how each deal needs a company. Then, another when you create the dashboard/report you can send to everyone along with the expectation that they associate a company to every deal, but after that stick to only sending to the offending reps and their managers. Be kind in your messages, the shame of being on the report is enough and will keep you from getting crosswise with the sales manager or exec management owners of these people.

 

If you do it right, lots of people will comply before you build the report. Most people want to do the right thing and want to avoid being seen as a problem. Trust in this process, it works very well.

 

You will always have a few offenders left. If they are top performers, work with their manager to help them fit the data. If they are poor performers, this is good evidence of more bad performance if you're organization has been working to remove them (which any good organization should do with poor performers that also break good process and well-communicated policy).

 

I hope that this helps.

 

Jon

TCollins
Membre

Adding my name to this - it seems like a very basic feature that should be added, and shouldn't be a massive engineering effort on the Hubspot side.

ZTSRapidDirect
Membre

Any update on this, super simple and we require it also.

Arran
Contributeur

+1

Arran
Contributeur

+1

PamCotton
Gestionnaire de communauté

Hello @Arran , please upvote this following idea here to receive any updates about it.

 

Thank you,

Pam

courtneystrauss
Membre

Would be a very helpful feature!

musicguy88
Membre

This would be huge for our org if we could do this

sharonlicari
Gestionnaire de communauté

Hey @musicguy88 I'd encourage you to follow and upvote for this idea here to receive any updates about it.

 

Thanks

Sharon

Oxagile_SBI
Membre

+1

InboundPro
Membre | Partenaire solutions

Hi @edjusten!

 

We have clients that would greatly benefit from this functionality.

 

I see you posted this response almost two years ago. Has there been any movement on this since then?

 

sharonlicari
Gestionnaire de communauté

Hey @InboundPro 

 

I'd encourage you to follow and upvote for this idea here to receive any updates about it.

 

Thanks

Sharon

LaurenSimo
Membre

We have integrated Flow with our Hubspot account and without having an associatd company attached to the deal, this breaks our flows in creating folders for our sales sharepoint page that everyone within our company uses. We can't be spending all this extra time to work out why it didn't happen because someone accidentally forgot to add this in, and then manually have to create this and link it through.

 

This is a basic CRM requirement that should already be a part of the platform.

Bruno_Teixeira
Conseiller clé | Partenaire solutions Diamond

Hello,

 

That would be definitely a good implementation. I upvote for it.

Bruno_Teixeira
Conseiller clé | Partenaire solutions Diamond

Hello,

 

I totally agree that this would be a good implementation.

GuenaelleP
Membre

Hello,

I totally agee too ! This is a no-brainer. 

Basically all businesses need to know associated companies and contacts for at least 2 critical reasons :

- to aumatically update life cycle stage which is the heart of Hubspot functionning 

- to properly measure the ROI as the contact gives the original source of the deal

Thank you for giving visibility in that core CRM improvement.

 

egp19
Participant

This would be very helpful. It should be an option to make Deal associations mandatory when users create new Deals. A possible workaround would be to create a workflow that reminds any user who creates a Deal to assign it to a company, but this can be messy if they already have.

ColinB1
Membre | Partenaire solutions Diamond

Just wanted to add another HubSpot Partner's voice to this thread. This is key functionality and I'm super surprised to see it marked as Not Planned. Please revisit!

I want Sales to be required to associate a Contact and a Company with all new deals.