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Required information fields

In most sales organizations I have worked for, they have required that a set of information is required before being able to save the customer in their CRM. As of now, HubSpot does not support this (according to themselves). My suggestion is that this is a feature that could be added so that sales staff do not save customers without important information being entered. 

The major advantage is that sales managers will not have to promt sales staff to review all sales opportunities to ensure they have filled in the necessary information. 

HubSpot updates
33件のコメント
HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: In Beta

We're happy to announce that required fields is going into beta. If you'd like to get into the beta, please leave a comment on this thread.

Angel
新規投稿者

Please add me to the beta

ken_pathmatics
新規投稿者

Please add us to the beta!

mattlardner
新規投稿者

 Please add my Amplion Alert portal to the beta

helenstrafe
常連投稿者

Please add me to the beta. 

 

Thanks! 

Hiren_2109
新規投稿者

Add me to beta.

shaneliammurphy
新メンバー

Please add me to the beta. Thanks

 

Paul-hint
新規投稿者

Please add me to the beta.

 

Does this feature allow me to set required fields at specific pipeline stages as well?

CTAKevin
一般投稿者

Please add us to the beta.

jagee
一般投稿者

Please add us to the beta.

JoeHabib
新規投稿者

Please add us to the beta!!

 

Thanks!

wasifkasim
新規投稿者

Hi Guys

 

Can you please add me to the beta here?


Thanks
Was

ktclayton
新規投稿者

Can you add me to the Beta?

DMS
新規投稿者

This is fantastic news - I'm desperate to start using the required fields functionality. Could you add me to the beta please? thanks!

danjimmerson
新規投稿者

Please add us to Beta as well!

PhilW
新規投稿者

Please may you add me to this beta

 

Thanks,

sml
新規投稿者

Thanks to also adding us !

MBlueleaf
新規投稿者

please add to beta

textpertjul
新規投稿者

Please add the text team to the beta for the mandatory property beta as well! Thanks Andy your the man!

madebyoomph
新規投稿者

Please add me to the beta