Mandatory properties on Deals 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 circumvent required deal 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*

 

Based on the current functionality, 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.

3 Kommentare
Hubspot-Mitarbeiter
Hubspot-Mitarbeiter

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. 

Mitwirkender

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!  

Berater

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.