HubSpot Ideas

magnus

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. 

Actualizaciones de HubSpot
Estado actualizado a: Delivered
July 31, 2017 06:50 AM

Estado actualizado a: In Beta
April 04, 2017 12:36 PM

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.

35 Comentarios
Estado actualizado a: In Beta
AndyPitre
Equipo de producto de HubSpot

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
Miembro

Please add me to the beta

ken_pathmatics
Miembro

Please add us to the beta!

mattlardner
Miembro

 Please add my Amplion Alert portal to the beta

helenstrafe
Colaborador

Please add me to the beta. 

 

Thanks! 

Hiren_2109
Miembro

Add me to beta.

shaneliammurphy
Miembro

Please add me to the beta. Thanks

 

Paul-hint
Miembro

Please add me to the beta.

 

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

CTAKevin
Miembro

Please add us to the beta.

jagee
Participante

Please add us to the beta.

JoeHabib
Miembro

Please add us to the beta!!

 

Thanks!

wasifkasim
Miembro

Hi Guys

 

Can you please add me to the beta here?


Thanks
Was

ktclayton
Miembro

Can you add me to the Beta?

DMS
Miembro | Partner nivel Platinum
Miembro | Partner nivel Platinum

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

danjimmerson
Miembro

Please add us to Beta as well!

PhilW
Miembro

Please may you add me to this beta

 

Thanks,

sml
Miembro

Thanks to also adding us !

MBlueleaf
Miembro

please add to beta

textpertjul
Participante

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

madebyoomph
Miembro

Please add me to the beta