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AS11
Participante | Parceiro Diamante
Participante | Parceiro Diamante

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!

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franksteiner79
Solução
Conselheiro(a) de destaque

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

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

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franksteiner79
Solução
Conselheiro(a) de destaque

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(a)

Required stages/properties when deal goes bakwards

resolver

is there a way to block deals to move backwards?

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