HubSpot Ideas

bradl

Require update of contact properties during queued tasks

Looking for a way to require the properties on contacts to be reviewed before the task is completed while in a task queue.

For commonly updated properties having a required value instead of being left blank would ensure some input happens on the contact before moving on.

For instance, "Lead status" and "Company Type" need to updated or reviewed on all of the tasks in our process. If the task would be stopped from completing until both values have some data point entered it would improve data accuracy.

 

1 Reply
ChrisS12
Member

This would be very helpful to ensure things don't get missed.