Request for Required Custom Fields Before Opportunity Stage Changes in GoHighLevel
complete
O
Onur Erdem Erdur
Please add a feature that requires users to complete specific custom fields before they can change an Opportunity stage.
Example:
* If a user moves an Opportunity to "Lost," they must fill in a required field such as "Loss Reason."
* If a user moves an Opportunity to another stage, they must complete any custom fields assigned to that stage.
The stage change should be blocked until all required fields are completed.
This feature would help ensure accurate data collection, improve reporting, and prevent users from changing stages without providing the necessary information.
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P
Pallavi Kothari
updated the status to
complete
Hi
Thanks for upvoting this idea - its now live
Please try it out and share your feedback
J
James Moorhouse
Yes please, vital for creating automations with certain fields, as the automations are empty without required fields, making the emails obviously automated, losing trust