HubSpot Ideas

PSwift

Mandatory fields by Pipeline

Hi,

 

Each of my 4 pipeline's has different deal informaiton requirements so I'd like set different  madatory fields for a deal in each pipeline.

 

IE, direct pipeline deals don't need to tell anyone who the introducer is.

Introducuer pipeiline deals have to fill out who the introdcer is.

 

If anyone has a fix for this, please let me know

2 Replies
ProsperoChris
Member | Diamond Partner

Hi PSwift,

 

Please correct me if I am wrong but I believe this is already possible, if you have multiple Pipelines then you can set the Mandatory fields for each Deal Stage of each specific pipeline.

 

This would mean that each Pipeline would have its own unique set of Mandatory fields.

 

Similarly you could also create a different Deal Sidebar for each Pipeline using Conditional Logic based on the pipeline to only show sections with the relevant properties  for that specific Pipeline

PSwift
Member

Hi Chris, thank you for suggesting it's already there, I was suprised it wasn't but as a new user was likely to be my error.  

 

That said, I can't find the customisation for each deal stage, by pipeline, could you point me in the right direction please?