Require specific deal properties based on pipeline

Breaking apart from this, 2 part idea: 

HubSpot should allow admins to define a different set of required properties based on the pipeline a deal or ticket is created in. This will help ensure tha tthe correct data is being added to the CRM. 

For deals created in pipeline A - require "deal amount" to be populated
For deals created in pipeline B - require "local currency" to be populated

HubSpot updates
2 Replies
HubSpot Moderator
HubSpot Moderator
updated to: In Planning
New Member

Since it seems your looking into this you could even try and push it a step further.


Different default criteria per salespipe; then different obliged criteria per sales step.

The reason is that the closer you get to closing a deal, the better identified the deal should be.


Thanks for your consideration of this addition