Mandatory properties on Deal STAGES get skipped when creating a deal
In 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 requireddeal STAGE properties by creating a deal and setting its stage beyond where required deal stage properties may occur.
Example 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.