Deals - Custom Property Conditional Logic WITHIN Deal Stage Conditional Logic

[RRazote8]

Hi!

It would be a great addition to the already-existing deal conditional logic for deal stages and deal creation if there's a custom property conditional logic WITHIN the deal stage conditional logic if the latter is being moved to the next stage.

Context:

We have a lot of deal owners that are having trouble filling out service line revenues within the deal because if all of the relevant service line fields are chucked in to the deal form whenever a deal stage is to be moved, it's going to be a LOOOOONG list of fields that the deal owner would be filling out on the deal form alone.

If we then remove all of the service line fields from the deal form and place it only on the left sidebar, chances are the required service line revenue fields will go unfilled when a deal has been closed won (hence, delivery teams will question either sales or AMs as to why revenues are not filled out accordingly during handover. Having a very complicated "gating system" using a combination of workflows and email alerts would not be scalable (and sustainable) too when the company's service portfolio increases.

Impact:

Reduced data integrity especially revenue values, which then causes reports to skew and, ultimately, miscommunication between teams as well as clients

Idea:

If we could have something like this (this is just an example, but this is the conditional logic setup example from the deal creation part) that's within the deal stage conditional logic, then this would now serve as a convenient way for deal owners to fill in the missing required data under a specific deal stage before moving it to that stage.

Let's say I'll set up the deal stage conditional logic with the required fields, and one of them is "Service/s". So if "Service/s" is SEO, then the SEO-related service line fields will pop-up WITHIN the deal stage conditional logic.

By having this functionality within the deal stage, we can ensure:
1. Better data integrity, ensuring all required properties are filled out completely via the deal form

2. Efficient admin on the side of the deal owner (they'll just be doing admin the deal form rather than going back and forth the deal form and the left sidebar)

3. Seamless deal form basically, no more long list of fields.

I hope you find this sensible!

[BenLai]

Agreed. Strongly recommend adding the custom property conditional logic WITHIN the deal stage conditional properties setting.

Now we have only two ways to ask HubSpot users to fill in the required properties, one is in a deal create form, and one is in the conditional properties when the deal stage moves to another stage. Now in the stage conditional properties, we don't set the conditional logic, so I need to list all the properties. It's a long property list and makes the users hard to operate. 

Hope the product team can help improve it. Thanks. 

[TBensoussan]

Agreed. Different solutions often warrant different required properties. There should be a way to set the conditional logic for stage conditional properties.

[paddie]

Yes, this feature would be awesome. Instead of adding all properties which Sales has to fill out if X or Y happened, we could really just add relevant properties and make them mandatory only for the spefic case.  

[YAgirdas]

We also need this feature to get a consistent sales process. 

[SDrayton87]

Strongly agree with this - it's really relevant if you have multiple products that need different data but not all

[ErikaJ]

Strongly agree - this would greatly reduce the chance of manual error. Right now, reps have to remember whether or not a field is required for a certain stage  based on the product/service they are selling, which can be easily forgotten or done wrong when there's a big list of fields to choose from at each stage.