push properties to enter values if anybody change the life cycle stage

SOLVE
mkaur
Participant

Hi

Is there any way to push the properties if anybody changes the lifecycle stage. For example, I am on company view and I am changing the lifecycle from MQL to SQL so as person change that property, push few mandatory properties which need to be in the system before changing that stage.

I know while creating deal you can but my concern is before that.

 

Thanks

 

0 Upvotes
1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @mkaur

 

You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated. 

 

The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @mkaur

 

You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated. 

 

The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post