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 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)
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.
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