How to require an update to a company property as a pipeline stage requirement
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I want to require that a custom company record be updated as a pipeline stage requirement, but all I can add are deal properties. How can I accomplish this?
As far as workarounds go, the best would currently be to create a deal property corresponding to your company property, making this deal property required and using a workflow to copy entered value to the associated company object.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
As far as workarounds go, the best would currently be to create a deal property corresponding to your company property, making this deal property required and using a workflow to copy entered value to the associated company object.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer