HubSpot Ideas


Mandatory properties on Deal STAGES get skipped when creating a deal

hubspot-we-need-your-vote-uncle-sam-300x200.pngIn a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time.


The separate functionality -- required deal CREATION properties -- work great at deal creation time. However these two separate features do not cooperate.


In other words, users can skip required deal STAGE properties by creating a deal and setting its stage beyond where required deal stage properties may occur.


Deal creation requires: Deal Amount*
Stage-1 requires: Deal Amount* and Deal Name*
Stage-2 requires: Deal Amount*, Deal Name*, and Deal Description*


Currently,  we can create a deal and set its stage to 'Stage-2' with only the Deal Amount being required -- because it's the only property required at deal creation time. (not good)

Use Case:
We create deals for prospects who meet with us after showing interest in our products/services.

In stage-1 (Exploratory Meeting), we name and value the deal by requiring a Deal Name and Deal Amount.

In stage-2 (Pre-Quote), we additionally require a Deal Description.
In stage-3 (Quote Sent), we additionally require a Quote Number.

Based on the current functionality, we can create a deal and set its stage to 'Stage-2' OR 'Stage-3' with only the Deal Amount being required -- because it's the only property required at deal creation time.

This issue was originally raised here (with screenshots), and only worsens as deal stages progressively require more engagement data.


Please vote for this functionality.

HubSpot Employee

This would be a great functionality! It would be good to have tobe required to fill out the same requried properties when you created a deal (that is not in the first stage) as when you move deal stages. 


I think this will be very helpful since when people forget to create deals, they usually try to map it to the stage their discussion is actually at. And this messes up the entire flow since the required fields for that specific stage won't come up. Would be great if Hubspot launches this too!  


This functionality would indeed be crucial for us in our current deal pipelines. When we create a deal in a certain deal stage, we need the exact same required fields as when we move a deal into that deal stage. Since you can create deals in any deal stage you want (doesn't necessarily follow the flow: step 1, step 2, step 3, etc. but you can add a deal immediately in step 3) this is required functionality. In our company, Hubspot synchronizes with our time registration and invoicing program, so it's super important that the correct fields are filled out in Hubspot to allow for this synchronization to work correctly.


This option is required as we have a reserve stage and under offer stage which means the deal can be started in under offer where we then need more data to be completed. Any help 


Upvoted ... we need this 🙂


This is also an issue for us, it seems like a rather obvious loophole. Required properties at certain deal stages are great as they help ensure a certain level of "completeness" on the deal as it moves through the pipeline, it's not so great if they can be easily bypassed.


Please add this.  Critical need.


Frankly I am even surprised that this does not exist.


We set mandatory fields at each stage of the deal so that we can expect that when it reaches say stage 4 of the pipeline, we automatically expect that mandatory fields of stage 1, 2, & 3 are filled out and existing at Stage 4.


Well obviously we can no longer expect that as someone can create a deal and put that directly in Stage 4 and all the mandatory fields we expect to see filled out by then may no longer be there if someone created a deal and put it directly in Stage 4.


There is a reason that we have mandatory fields at each stage -- to ensure that things have been done correctly and proper data captured. Well it looks like there is great workaround if sales folks don't want to fill all the details, just move it directly it end stages.


Also it seems to me that once you have deal pipeline stages, you should be able to enforce a requirement that a deal should move sequentially through all the stages right from point 1. Even that does not exist. Frankly, it seems a bit weird to me.


The idea of having required fields for a specific deal stage, and not enforcing it in the UI, is a major BUG, not a feature request.  The Hubspot product team really needs to address this ASAP.


This keeps catching us out too.


simple fix would be to not make deal stage a compulsory field when creating a deal. This would/could force any new created deals to enter at the first deal stage.

投稿者 | Platinum Partner

We hugely need this for our business!!


This is really messy. The required fields are very easily bypassed. Please fix this!

キーアドバイザー | Diamond Partner

Upvote, this creates a data mismatch. It would also be great assign different properties when creating deals in different pipelines


Upvote! The fact that Deal Stages can be skipped make the required properties at each Deal Stage ineffective.


It would be great if Admins could at least lock down which Deal Stages must be required for all Deals to pass through, and which Stages Deals are able to be created in, to eliminate the issue of Deal Stages and required fields getting bypassed.  


Upvote! We need this for a clean workflow. 


Please fix this - absolutely essential.


This is very important - we need this functionality. Without it, it makes required fields much less valuable and the data much less useful (garbage in, garbage out). Not to mention, if sales leads know they can bypass properties by waiting to enter until a later stage, they're not only poking holes in our output, but they're not using HubSpot as often as they should, either.


This isn't an idea, this is a defect that Hubspot clearly have no plans to fix.


This is a crucial functionality and a real suprise it doesn't exist.

Status says "Idea submitted". Any comments or news when this will be rolled out?


Agreed would like this.