How to create this workflow?

[LLampe]

When we have an deal that reaches the stage ''qualified to buy'' it is important that our sales team has spoken with different people in that organisation, for example a financial employee. How would you set up a workflow for that?

[karstenkoehler · Accepted solution]

Hi @LLampe,

You could achieve this by creating a checkbox property on the deal record 'Financial employee contacted' and make it required that this property is checked before a deal can move forward. Search for 'require a value for a property' on this page: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-...

Of course, this could simply be checked to pass the requirement, even if there was no contact with a financial employee.

If you want to design this process in a way that HubSpot checks automatically whether a financial employee has been looped in, that would require an Enterprise subscription and quite a bit more configuration / automation: https://knowledge.hubspot.com/account/restrict-view-edit-access-for-properties

If you have an Enterprise subscription (or are planning to purchase one) and need more detail on how this would be set up, let me know!