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AS11
Participante | Partner nivel Diamond
Participante | Partner nivel Diamond

Required stages/properties when deal goes bakwards

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Hi everyone,

 

Does anyone know if there is any way to apply required stages/properties when deals go backwards in stages?

 

Thank you!

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1 Soluciones aceptada
franksteiner79
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Required stages/properties when deal goes bakwards

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Hi @AS11 

 

There isn't. In a way it would prompt for the same fields that are already defined.

On a different note, I would strongly advise against moving backwards in deal stages. It muddles the reporting and is generally not good practice.

 

Frank

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

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franksteiner79
Solución
Asesor destacado

Required stages/properties when deal goes bakwards

resolver

Hi @AS11 

 

There isn't. In a way it would prompt for the same fields that are already defined.

On a different note, I would strongly advise against moving backwards in deal stages. It muddles the reporting and is generally not good practice.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
_MMDL
Colaborador

Required stages/properties when deal goes bakwards

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is there a way to block deals to move backwards?

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