Sales Hub Tools

AS11
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite

Required stages/properties when deal goes bakwards

Résolue

Hi everyone,

 

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

 

Thank you!

0 Votes
1 Solution acceptée
franksteiner79
Solution
Expert reconnu

Required stages/properties when deal goes bakwards

Résolue

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

Voir la solution dans l'envoi d'origine

2 Réponses
franksteiner79
Solution
Expert reconnu

Required stages/properties when deal goes bakwards

Résolue

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
Contributeur | Partenaire solutions Platinum
Contributeur | Partenaire solutions Platinum

Required stages/properties when deal goes bakwards

Résolue

is there a way to block deals to move backwards?

0 Votes