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"
👋 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!
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.
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 ofallnew 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.
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 thisform 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!
Why not add a required Property to the Stages you’re trying to restrict Deals from being created in to? An Auth# or something.
Hubspot’s response to the main issue has been to update the Create New Deal form so that you can’t create a new Deal into a Stage without the corresponding Required Fields. It’s quite nice actually.
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 thisform 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!
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 ofallnew 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.
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.
👋 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!
