When I set required properties for creating new deals for agents, these also become required in creating a deal in workflows. However, in a workflow we don't know what the value of these properties are yet since this is a prospect. Properties like a client number and link to personal account aren't know yet in the MQL, but must be filled in by the agents whenever they create a deal in teh SQL stage. Now HubSpot advises me to uncheck all the required properties in the Pipeline setting and inform my agents which properties are required manually. We chose HubSpot for automation improvements, we can't flags it as such at the moment. This functionality was split before, so put it back please. This HubSpot article explains how this setting was coded before.
...read more