YES! Anybody who works in a non-veritcal industry needs different sets of criteria to qualify prospects of different types. We end up with tons of non-applicable fields for both contacts and companies, which could easily key off of a "type" selection.
I agree. This is functionality that is available in almost every CRM I have worked in over the past 20 years. This is much needed from the user perspective in order to maintain good user experience and adoption/usage.
Agreed. As well as the ability to create custom look-up fields. For example, on a deal, I want to be able to have a look-up field for the "Vendor sales rep" that is also a contact in HS.
This is an absolute must-have in the CRM. We have clients that want to move to Sales Pro and fully use the CRM, but this is a hang up. We need to be able to add dependent fields and set whether they are required for contacts, companies and deals. One use is case is working with channel partners. We have direct sales deals and then deals where a channel partner is involved. When a channel partner is involved, we need a dependent field that prompts the sales user to select the appropriate channel partner on the deal.
Yes! This feature would be greatly appreciated! The feature of a multi-level dropdown or multi-level checkbox is something that would be implemented in a lot of marketing AND sales scenarios and situations.
For already existing records, we need to be able to have conditional logic for properties to display/not display them and to make them mandatory/not mandatory.
Use case 1 - "State": display a property based on conditions
If US is choosen in "Country", then display a "State" field.
Use case 1 - "Unqualified reason": display and make mandatory a property based on conditions
If 'Lead Status' is "Unqualified", then display + make mandatory "UnqualifiedrReason".
Note: the solution of having values "Unqualified / {reason 1}", "Unqualified / {reason 2}" as values within the leas status property is not acceptable since it would make us lose the possibility to count "Unqualified" in reporting (as values can't be grouped).
@bfelker: for achieving what you want, go to setting then to your pipe (Small gear top right > Sales > Deals). Then "Edit properties" for contracting stage. Then pick "Contract Start Date" and make it mandatory.
Once it works, kindly remove above comment as it's not valid here.
I would find this very helpful as well. But I'd love to have the same logic for deal properties.
Use Case 4: If a contact is marked as existing business, then display dependent fields to quickly describe the relationship and previous purchase / preferences.
I have a client who is working on an integration to Microsoft Navision, but it's going to be sometime before that is realized. This would be an easy way to have the sales team import data into HubSpot piece by piece for the foreseeable future.
