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

[mkaur]

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

[Phil_Vallender · Accepted solution]

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.