HubSpot Ideas

erabinsky

Require company association after initial deal stage

Hello! I'm wondering if it's possible to require that a deal have at least one associated company after the first stage of our sales pipeline. In some cases, the company isn't known yet when the deal is at this first stage, but we want to be able to require that deals have at least one associated company before moving forward.

Thanks for your attention to this, and I hope to see this developed in the (not too distant) future!

2 Comentários
KlemenHrovat
Colaborador(a)

Until this is fully supported, similar to Conditional stage properties, what if you create a workflow that creates a task for the user? If the deal stage is in the X+ deal stage and there is no associated company to a deal, create a task for the salesperson or the HubSpot admin.

erabinsky
Membro
Normally this is what we would do, but we're trying to limit the inbox/task
burden for our sales team members. It would be ideal to just have this be a
requirement in real time.