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
Incredible that this was initially raised in 2017, and it is still not implemented, as many others mentioned this feels like it should be a basic CRM feature.
Hey Hubspot - you said if we want this functionality to go to this community and insert our request. Didn't realize it's been 5 years since you first got this request. So maybe myself and everyone else over the past 5 years should comment again right now.
We want the associated company to be a mandatory field in a deal.
Hey Hubspot - This is the basic feature offered by most CRMs out there. We should have the ability to make the company and contact field/ object mandatory before the deal is closed.
Interesting that this idea was submitted in 2017 and even after close to 500 upvotes the status is 'being reviewed'.
"So maybe myself and everyone else over the past 5 years should comment again right now."
I like the way you think!
I've thought about this many times due to all the email notifications I get from this thread.
HupSpot, could this be made mandatory based on deal stage? I get that making it mandatory up front might present other challenges, but everything should be figured out by the time Sales wants to mark somthing as won. At that point, making the association mandatory would solve my issue of Won deals having no contact/business.
Continues to be a pain point despite efforts to train and remind Sales to add these critical details to Deals. But at the end of the day, since it cannot effectively be enforced, we end up with messy and incomplete data across all objects, and contant, on-going clean-up efforts to fix it. Hubspot, please consider prioritizing this.
I tried to create a work-around for this problem by creating an Automated Workflow that will automatically send an email reminder to the Deal Owner twice a week if the Associated Company or Associated Contact fields are empty. Unfortunately, the Associate Company/Contact fields are not available as a Trigger so I can't use them in a Workflow.
This makes the ability to mark these fields as *required during deal creation even more important. I've added my thumbs up to this idea.
This is really needed! Our team needs to constantly fix deals as many of our team members forget to associate companies or contacts. This totally affects our reports and communication process.
I would REALLY love it if this could be implemented and SOON! This has been a real problem for us. No amount of sales training seems to make it stick, so having the ability to make it mandatory on deal creation would fix a whole bunch of issues. HubSpot Can you please put us out of our misery and give us an expected time of arrival?
Any updates on the progress for this feature? Please don't delay it. Providing an option to make adding contacts and companies mandatory should be relatively simple and looooong overdue.
+1 It's crucial for us - for me it was obviuos that such feature exist. Right now it's not even possible to trigger any followup/slack notification etc. to salesperson to do remind about it, as such filter in automation does not exist.
@HOlszowski I have made a workflow to send reminders to the sales-rep & myself, to monitor the sitaution. Why something so fundamental in CRM haven't been created in close to 5 years is beyond me.. But yeah.
Deal based workflow
1.1 Choose the wanted pipeline(s).
1.2 Add all the deal-stages that you want/need a contact-person connected to. (If it's needed for all stages, you can remove this step)
1.3 Check if the deal's number of associated contacts is equal to 0
2.1 Send Internal email notification to salesrep and other necessary people.
Granted this does not ensure the contact is connected, but every little piece of nudging in the right direction is better than nothing.
It is a standard feature in Salesforce to make associations mandatory.
I hate SF.. and never want to go there.
By human nature, reps will forget to add this info into a deal and it will SKU our reports, not properly update the companies to their appropriate lifecycle and impact a lot of automated processes.