Progressive Form Fields, But For Required Deal Stage Properties Updates

palmerij2

Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? 

 

EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: "Closed Lost Reason"), it would be great if the option they select from that drop-down menu could prompt a second dependent field that would be dependent on the Closed Lost Reason dropdown answer. 

8 Replies
willcurran
Top Contributor

Smart!

StephanieB
Contributor | Elite Partner

Oh my gosh yes PLEASE this would be so helpful

DevinRZC_DM
Participant

This would be pretty awesome. In our case, we have certain fields we'd like to require based on the deal type (within the same pipeline) but can't make them required since certain fields may not be required for other deal types. 

 

We use deal types for each product level we sell for more context as to how/why required information varies across the pipeline.

Yourfriendadam
Participant

That flow would be a huge improvement - great idea!

Carly_Watson
Participant

We would LOVE this! It would make our lives so much easier! We have a lot of conditional fields that are only required for certain kinds of deals and this would really cut down on the work we have to do to get around not having this functionality.

GailB
Participant

This could potentially save hours of work backfilling information, love it love it love it

beccaes
Member

I love this! We also have a handful of "either/or" type properties, and currently don't have a great way to ensure that one or the other is filled.

Stan_Tutlo
Participant

We need this very much