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KevinCarpenter
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Member since ‎Feb 10, 2022
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warpandweft on January 29, 2020
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
88 upvotes
46 Replies
October 02, 2023
Why not add a required Property to the Stages you’re trying to restrict Deals from being created in to? An Auth# or something. Hubspot’s response to ...read more
warpandweft on January 29, 2020
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
88 upvotes
46 Replies
October 02, 2023
Why not add a required Property to the Stages you’re trying to restrict Deals from being created in to? An Auth# or something. Hubspot’s response to ...read more
warpandweft on January 29, 2020
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
88 upvotes
46 Replies
October 02, 2023
Why not add a required Property to the Stages you’re trying to restrict Deals from being created in to? An Auth# or something. Hubspot’s response to ...read more
warpandweft on January 29, 2020
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
88 upvotes
46 Replies
October 02, 2023
Why not add a required Property to the Stages you’re trying to restrict Deals from being created in to? An Auth# or something. Hubspot’s response to ...read more
Solved
KevinCarpenter on February 10, 2022
I have chatted with support and this seems to be a product limitation. Hopefully, Hubspot will consider this simple but powerful fix. If not, I'm wondering if anyone has any workarounds to this problem: Say our pipeline has 2 stages and the read more
1 upvote
1 Reply
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