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Required stages/properties when deal goes bakwards

resolver

Hi everyone,

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

Thank you!

Deals Properties

1 Solução aceita

Required stages/properties when deal goes bakwards

resolver

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

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2 Respostas 2

Required stages/properties when deal goes bakwards

resolver

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

Required stages/properties when deal goes bakwards

resolver

is there a way to block deals to move backwards?

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