HubSpot Ideas


Restrict Which Stages Deals Can Be Created In

I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production pipeline. HOWEVER, in order for the deal to convert they must have provided values for all required Properties. If they do not, then the deal won't convert.


Unfortunately this isn't working because they can just create the deal in the "Deposit" stage directly and bypass all the required properties before the workflow activates. To prevent this from happening I would like to be able to restrict 'Which' stages certain members can create deals in. By being restricted to which deal stages a deal can be created, the sales team will be required to fill in all the information before they can move through the stages and to the final stage "Deposit"


How can we make this possible?

HubSpot Updates
January 29, 2024 05:06 PM

👋 Hello all, per my comment below, I'm happy to share that we have ended our public beta and are rolling this feature out to all eligible accounts (Professional and Enterprise plans). Please check the Product Updates page for the notification--once you see it, go to Deals > Pipeline Settings > Pipeline Rules to start using the feature. 


As always, thanks for your feedback in helping us continue to enhance the product. 

This isn't the end of this feature. My team and I will continue to monitor usage and feedack, and plan to iterate with future enhancements. Stay tuned for more!

January 29, 2024 05:02 PM

Hi @CaseyWeiss, this feature was in public beta, up until today. We've begun rollout and all eligible accounts should have access by next week. Cheers.

In Beta
November 27, 2023 01:10 PM

👋 Hi fellow community members,


I'm happy to share that this feature is now available in public beta. Click here to join!


To start, we've included this new rule:

  • Limit the creation of new deals to a single deal stage. Enabling this rule will enforce the creation of all new deals in the selected deal stage.


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.



In Planning
October 03, 2023 01:36 PM

👋 Hello community members!


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 this form 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!

May 18, 2023 05:44 AM

Hello HubSpot community members!


My name is Vaishnavi and I'm a Product Designer at HubSpot. Nice to meet you😄.


Thank you for your feedback. We’re in the process of exploring this idea. To help us better understand your pipeline management needs, could you please take this short survey ? Thank you!

46 Replies

That would be great! Sometimes, reps skip a deal creation in the first stage and create it in an advanced stage and it messes up our reporting.


Replying to get more visibility.  This is the exact solution our company needs to make sure all workflows and required fields can't be skipped.  We've found that even if a deal stage has certain fields as required, that only applies when moving from stage x to stage B.  When creating a new deal salespeople can add a deal to a stage that has required fields without input in those fields.  Big problem.


Limiting Deals Stage while creating deals in Hubspot is "must to have" feature. We have been strugling with sales folks to follow the sales stages diligently.. This is messing up reporting and forecasting !! Hubspot team, please get this included.


Looks like no progress on this! I just chatted with support. This is essential. My reps are creating deals in advanced stages and circumventing all the mandatory information that they are supposed to fill for advanced stages.

HubSpot Employee


Commenting for a customer here.

Not all deal stages are equal, especially when it comes to closing the deal. e.g. deal stage closed won or lost. Would be nice if we can set certain user permissoin for those key stages

Member | Partner

Bumping this feed up. We are having exactly the same problem and our reporting is being messed up. Policing reps to follow the flow is very difficult and need to be forced on deal creation


I have exactly the same problem as TCoppen. 


For me, I can't get a proper Deal Stage Funnel and conversion rates.. Which is something that should be a priority for every sales leader, right?!

Member | Partner

I have found a way round this but its very long. You need to create a deal stage workflow for every stage of your pipeline pre won like the below. So multiple like this. Also inform the sales reps of what you are doing so they dont get confused if there deals move (if they miss enter them at a later stage).





We need to see this feature in Hubspot. We have workflows and interfaces that rely on a Deal beeing started in a certain stage. this function should be very easy to integrate. Please give us a dropdown that let us choose for each Pipeline in what stage a Deal can be created! First Option could still be "all Stages".


Completely agree this is so needed! I recommend consolidating this idea and adding your votes to a similar one that already exists here


I am in the same boat - I am using required fields for the deal stages and it's frustrating that I can't restrict the deal's pipeline to certain stages.

Participant | Platinum Partner

I have had a client request to restrict the skipping of deal stages and was hoping to find an answer here. It's a shame there isn't one. Sales reps are moving deals across three / four stages without following the pipeline protocol and therefore never inputting all the information required. 


Same issue here

HubSpot Employee

Hey team,

Raising this again.

If possible, we would like to either:

(1) Prevent won deal stages from being selected directly at deal creation

(2) Ensure that when a user select a "won deal" stage - mandatory properties will be triggered.

Currently - users can bypass mandatory properties by setting them as such during deal creation. This makes the idea of having mandatory properties pretty futile.

Thank you!


Bumping this up, very needed feature.


Bumping up this glaring problem with Pipeline Management. Although, the OP is 2 years old so I fear it's hopeless. 


It would be extremely useful (and also like, basic common sense) to give us the option to limit the stage that a newly created deal can be placed into.  It's super uncool to spend hours creating pipeline filters to control the progression of a deal only to have it all busted by user error in the deal creation form. 


I note the rudimentary form used for the deal creation settings. If you cannot give us the ability to choose a default Stage... then set your own Hardwired default stage for new deals. Having to move new deals to the desired stage after creation is a small price to pay for ensuring the integrity of the stage. 


I just don't understand how this frustratingly simple fix hasn't been made yet to a problem that ruins the ability to maintain a clean pipeline in HubSpot. 

HubSpot Employee

As a support specialist, this idea would be very beneifical to our customers. Thank you, team! 🙂


This is a critical need for an Enterprise-grade CRM product. Without these types of controls it becomes impossible to accurately glean insights from deal movement, conversion rates, sales cycle times, etc. 


We're dealing with SALESPEOPLE at the end of the day. They're awesome at happy hour and they drive revenue but they HATE data hygiene processes. Especially if they believe it slows them down from generating revenue or getting to happy hour. 


Things like required fields, custom pipelines & stages, reporting, and forecast automation lose their value if you have reps creating deals in various stages or not following processes. Yes, I can make a report to find the problem users but I would prefer that my system of record helps me drive process adoption rather than having to rely on sales leaders to police their reps. 


This is absolutely necessary! I don't want my Sales Rep to skip process! They need to sequentially work through the stages of the Pipeline.

The fact that all stages of the Pipeline are visible suggests that they have full rein to choose whatever stage they want!

Please make this change!!! We need it!!!


Yes, we desperately need this. I can't trust reporting.