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 Replies
conorflanny
Occasional Contributor

Please add me to beta!

ernopyykko
Esteemed Contributor

@AndyPitre Hey Andy, will this beta feature also be available in the development environments? I created a trial for myself to get familiar with Hubspot. (ID:3413553)

DhruvaPoonia
Visitor

Please add us to the beta.

ernopyykko
Esteemed Contributor
Wilko64
Visitor

Hi, this feature is great but can we change which fields are required? eg Mobile number in contacts is good to know but may not be available when entering the new contact? (Sorry if somewhere esle in Forum - I'm new) 

Community Manager
Community Manager
updated to: Delivered
 
helenstrafe
Regular Contributor

 @roisinkirby Does this mean it's now available for use? How do we access this feature please? 

mktgqueen
Regular Contributor

 We are excited to be on the beta test for this functionality and on the web version, it works quite well. However, that functionality is NOT working on the mobile app version. Before you roll this out to the greater HubSpot universe, I strongly suggest making it functional on mobile as well. Otherwise, it's not nearly as useful.

zbelcher
Regular Contributor

please add me to beta

DMS
New Contributor

Its great to have the mandatory fields option but its easily bypassed with the email integration i.e contacts added to the CRM via gmail integration are accepted despite not having all the required fields added.  Is there an option to ensure contacts added from the gmail interface also must have the required fields complete?