Require Product association when creating a new Deal

mwee

At the moment, we are only able to make deal properties required when creating a new deal. Would be great to extend that feature to object associations as well, especially Products. 

4 Replies
peterq
Member

Completely agree with this! There should be stronger Product associations with deals.

 

Another requirement that should exists is update product values and the overall deal amount to prevent the a scenario like this from happening: deal amount 10k, product A 20k, product B 50k. (Sum of products is 70k, but deal value is only 10k). They should be required to add up at all times! (maybe a toggle setting)

Ocadman
Participant

Agree this would be useful and something we require

rmnoon
Member

Strongly agree! For example it'd be great to be able to enforce that a deal gets a Product / Quote / Line Item made at a certain stage (even if only with automation).

bsjut
Participant

I agree. In general associations for deals should be enforcable. For

1) at least one product is associated

2) at least one contact is associated

3) a company is associated.