Sales Hub Tools

EVatsev
参加者

Turn off mandatory fields in a pipeline for specific deals

解決

Hi,

 

We are running a Christmas holiday campaign and our sales team wants to turn off mandatory fields only for the deals they create for the holiday campaign. They use line items (products) and we created a separate product just for the campaign.

 

Is it possible to turn off mandatory fields in the pipeline based on the selected line item or any other field?

 

Thanks!

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Turn off mandatory fields in a pipeline for specific deals

解決

@EVatsev assuming that your campaign deals have a specific value in some property, here's what you would do:

  1. Enroll deals based on that value AND the association with a line item
    karstenkoehler_0-1729669578429.png

     

  2. Use the "Set property value" workflow action to fill fields that are currently blocking sales reps from moving along campaign deals, if that makes sense

 

Let me know if that makes sense!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

0 いいね!
5件の返信
EVatsev
参加者

Turn off mandatory fields in a pipeline for specific deals

解決

Thank you, both! 

 

@karstenkoehler can you please share more info on how to do this -> You could however use workflows to fill those required fields automatically based on line items.

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Turn off mandatory fields in a pipeline for specific deals

解決

@EVatsev assuming that your campaign deals have a specific value in some property, here's what you would do:

  1. Enroll deals based on that value AND the association with a line item
    karstenkoehler_0-1729669578429.png

     

  2. Use the "Set property value" workflow action to fill fields that are currently blocking sales reps from moving along campaign deals, if that makes sense

 

Let me know if that makes sense!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
EVatsev
参加者

Turn off mandatory fields in a pipeline for specific deals

解決

Great, thank you!

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Turn off mandatory fields in a pipeline for specific deals

解決

Hi @EVatsev,

 

If your question is whether required fields can be made conditional based on line items, then no, this is unfortunately not possible.

 

You could however use workflows to fill those required fields automatically based on line items.

 

If the required fields don't apply at all, you could consider updating your required property logic. Conditional logic for enumeration properties would allow you to display required fields based on the deal type (campaign deal vs regular deal) for example: https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-enumeration-properties - certain fields would only display for regular deals.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
Aakar
キーアドバイザー

Turn off mandatory fields in a pipeline for specific deals

解決

@EVatsev -- It's possible to turn off some of those fields, but can't turn off the default mandatory fields. 

You can edit the deal create form on the deal settings page.

Screenshot 2024-10-22 at 9.04.51 PM.png

 

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
0 いいね!