It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress it through every stage until won/lost. Then every deal will show in the deal stage funnel report and allow us to measure sales performance.
Hi everyone, we've been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here's the Knowledge Base article with more details.
Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!
I'm happy to share that this feature is now available in public beta. Click here to join!
Once you've had a chance to use the feature, please share your thoughts through the in-app survey. I will be reviewing all your feedback, to help prioritize future enhancements.
Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.
We're looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via thisform if you're interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
How is this still not a feature? Hubspot is sooo slow at developing new features. Every one that I look up has been open for years and not been developed. Move faster!
Co-signed. Deal funnel reports are useless without this functionality because there's too much missing data from skipped deal stages, even with strict internal standards. This is badly needed.
@hubspot please implement this! Funnels are kind of worthless if a salesperson forgets to pass a deal trhough every stage or is lazy and decides not to.
So disheartening to read 4 pages of users begging for this functionality. I've upvoted it, but don't feel very optimistic about Hubspot listening. As dozens have said before me, this issue renders HS funnel reports useless.
Need this! We have certain workflows built around certain stages. When reps skip a stage, it skips the workflows. We want reps to move through each required stage, in order. No more skipping ahead!
Commenting on behalf of a customer! This is a much needed feature for accurate funnel reporting.
We could give the option of forced progression through deal stages or if a user select a stage out of order, a pop up will appear that asks the users if they want to auto complete the previous stages in the pipeline
We DESPERATELY need this functionality. Our sales team keep skipping stages which means our dashboard reports are then inaccurate. Please implement this soon.
Hey team! Do we have any updates on this idea (making deal stages mandatory)? We definitely need this product update!
I recently had a case where they need this on specific deal stages, so not all of them being mandatory. Personalization would be highly appreciated. Thanks!
