HubSpot Ideas

BenRussell

Mandatory Properties on Updating Records

When going into a; Company, Contact or Deal can we have Properties required.

We have an Integration Hub that brings in new Contacts from the Web but it doesn't have all the relevant info.

We want to force the Sales team when they go to update that Contact that they cannot save their changes until they have filled in all Mandatory Properties.

 

2 Replies
JJagiello
Member

This is an absolute basic for CRM data integrity. A big gap. 

GBailey
Member | Platinum Partner

Would like to see this happen please HubSpot 🙂