Limit Deal Creation

[LNitti]

Hello,

We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline.

I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified.

Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for the deal to be created?

[indiracatmedia]

Yes, HubSpot offers features to control deal creation and ensure specific elements are met before deals are created. Here's how you can achieve this:

You can configure the Lead Object to prompt for deal creation once a lead is qualified. This ensures that deals are only created after leads meet specific criteria.

Steps to Set Up:

• Navigate to Settings > Objects > Leads.
• Go to the Pipeline tab.
• Toggle on "Require a deal to be created" for the "Qualified" stage. This setting ensures that when a lead reaches the "Qualified" stage, users are prompted to create a deal.

Limiting Deal Creation for Specific People

You can control who can create deals by restricting deal editing access based on specific stages in your deal pipeline. Here's how:

1. In your HubSpot account, go to Settings > Objects > Deals.
2. Navigate to the Pipelines tab.
3. Select the pipeline you want to configure.
4. Scroll to the Pipeline Rules tab at the bottom.
5. Use the Control deal editing access option:
   • Select the stages where deal editing should be restricted.
   • Choose who can edit deals, such as "Only super admins" or "Specific users and teams."
6. Save the changes.

This will limit who can create or edit deals in specific pipeline stages, effectively controlling deal creation access.

Adding Specific Requirements for Deal Creation

You can enforce rules that require specific conditions to be met before deals are created. This is also managed in the Pipeline Rules section. Available features include:

1. Limit Deal Creation to Specific Stages:

   • Specify stages in the pipeline where deals can be created.
   • With this rule, users can only create deals in the allowed stages via HubSpot, integrations, or APIs.

2. Approval Process for Deals (Sales Hub Enterprise only):

   • Set up an approval process that requires deals to be reviewed and approved before they can proceed. This ensures deals are only created once certain criteria are met.

3. Restrict Deals from Skipping Stages:

   • Prevent users from skipping required stages in the pipeline, ensuring a structured process.

4. Restrict Deals from Moving Backwards:

   • Prevent deals from being moved backwards in the pipeline, maintaining a forward progression.

Learn more:

Set up lead pipeline automation

Sync lead ownership and activities

Set up rules for object pipelines

If you find this helpful, please mark this answer as a solution🤓!

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[karstenkoehler]

@indiracatmedia have you checked whether limited deal creation still allows for creating a deal from leads? Unless the product team missed this one, deal creation through a lead pipeline would still be subject to the same creation restrictions as a deal created directly in the pipeline.

Also keep in mind that replies created with generated AI need to be flagged as such as per the community guidelines.

[indiracatmedia]

Hi @karstenkoehler, thanks for the feedback! You are right. If you limit the deal creation in the pipeline, you will limit the deal creation in the Lead object if the stage you are limiting is the same as you are creating your deal on. An alternative could still limit the deal creation in pipeline rules, and automate the deal creation of that stage using a workflow. For instance, once the Lead stage is Qualified, create the deal on x stage, effectively limiting the deal creation before qualifying the lead 🔥 

Regarding the AI answer, thanks for the heads-up! This is our new 'RevOps Expert,' which we are using in production to help our customers. We are sharing it here for feedback, so we'll mention this explicitly! 🤓 

[karstenkoehler · Accepted solution]

Hi @LNitti,

It's currently not possible to force users to create a deal through the lead object and not the sales pipeline directly, unfortunately.

You can however enforce mandatory fields for deal creation, yes: https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines#set-up-conditional-stag...

Best regards!

[LNitti]

Hi Karsten,

Is there a way to have the conditional property have to be a certain answer in order for the deal to be created?

Meaning if I make one for "Lead Entered" = "Yes" OR "No" and depending on what they answer, it allows the deal to be created?

Just trying to brainstorm any work arounds.

[karstenkoehler]

@LNitti if you make it a single checkbox property, that's effectively how this would behave, yes. Unchecked, the deal could not be created, checked, it could.