HubSpot Ideas

VNaumchak

Deal stages to be mandatory

Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered. 

HubSpot Updates
Delivered
July 11, 2024 10:41 AM

I'm happy to share that Pipeline rules are now available for Deals (Knowledge Base articleand Tickets (Knowledge Base article). 

We're working to make Pipeline rules available for Custom Objects as well--coming soon!

Idea Submitted
February 02, 2024 05:24 PM

Hi everyone, we've been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here's the Knowledge Base article with more details.  

Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!

In Beta
November 27, 2023 01:12 PM

👋 Hi fellow community members,

 

I'm happy to share that this feature is now available in public beta. Click here to join!

 

Once you've had a chance to use the feature, please share your thoughts through the in-app survey. I will be reviewing all your feedback, to help prioritize future enhancements.

 

Cheers,
Jeannie

In Beta
November 14, 2023 11:18 AM

Hi fellow community members!

 

Our private beta is closed and currently in-progress. I'll post again with an update once we are ready to move to public beta.


Thank you for your interest in testing this feature.

Cheers,
Jeannie

In Planning
October 03, 2023 01:37 PM

👋 Hello community members!

 

Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.

 

We're looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via this form if you're interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.

 

I look forward to sharing more updates in the coming weeks!

23 Replies
VIyengar
Contributor

This is amazing and makes life sooo much easier - thank you Jeannie and team 🤗

JeannieN
HubSpot Product Team

Hi everyone, we've been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here's the Knowledge Base article with more details.  

Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!

JeannieN
HubSpot Product Team

I'm happy to share that Pipeline rules are now available for Deals (Knowledge Base articleand Tickets (Knowledge Base article). 

We're working to make Pipeline rules available for Custom Objects as well--coming soon!