Required information fields

magnus

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
Status updated to: Delivered
Jul 31, 2017

Status updated to: In Beta
Apr 4, 2017

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.

34 Replies
Status updated to: In Beta
AndyPitre
HubSpot Product Team

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
Member

Please add me to the beta

ken_pathmatics
Member

Please add us to the beta!

mattlardner
Member

 Please add my Amplion Alert portal to the beta

helenstrafe
Contributor

Please add me to the beta. 

 

Thanks! 

Hiren_2109
Member

Add me to beta.

shaneliammurphy
Member

Please add me to the beta. Thanks

 

Paul-hint
Member

Please add me to the beta.

 

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

CTAKevin
Member

Please add us to the beta.

jagee
Participant

Please add us to the beta.

JoeHabib
Member

Please add us to the beta!!

 

Thanks!

wasifkasim
Member

Hi Guys

 

Can you please add me to the beta here?


Thanks
Was

ktclayton
Member

Can you add me to the Beta?

DMS
Member | Platinum Partner
Member | Platinum Partner

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

danjimmerson
Member

Please add us to Beta as well!

PhilW
Member

Please may you add me to this beta

 

Thanks,

sml
Member

Thanks to also adding us !

MBlueleaf
Member

please add to beta

textpertjul
Participant

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

madebyoomph
Member

Please add me to the beta