Required Fields to Move Opportunity Stages
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Brian Pappalardo
When a sales rep is manually moving a deal between stages, we often need to make sure that they're capturing certain data. So if they finish a sales call, we might want to know their confidence level, or the products/services they're interested in, etc.
Here's an example of how it works in HubSpot: https://share.vidyard.com/watch/z9pfGzPc9umdQznYSRp1Wv?. If you could recreate this type of functionality, that would be awesome.
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R
Rodolfo Ayala
Ideal Series
C
Curtis Padberg
This is hugely needed!
C
Curtis Padberg
There are so many potential reporting benefits from this
C
Curtis Padberg
alot of people are held back from using GHL for lack of this feature - you guys will add so many more users if you add this feature
C
Curtis Padberg
can we get this implemented?
C
Curtis Padberg
This is a must have!
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Hannah Gutierrez
This is a must have!
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Danny Pettiona
This is hugely needed!
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Pallavi Kothari
Merged in a post:
CRM enhancement - CHEKC OUT monday.com/pipedrive.
A
Attila Labadi
Check out monday.com / Pipedrive, Hubspot, all these CRM have a pipeline and lead restricting feature.
Big companies with multiple salespeople and thousands of leads—imagine that. Why don’t we have a feature that restricts salespeople from moving leads further in the pipeline unless specific conditions are met? Monday.com, Pipedrive, and all these cheap CRMs have this feature. For example, if a lead hasn’t been called or has no notes, the salesperson shouldn’t be able to move it to the next stage. They shouldn’t be able to mark a lead as "Contact Made" unless they’ve actually called the person or added a note confirming the interaction. They should be required to input a note before progressing the lead. Only then should they be allowed to move it further in the pipeline.
A
Andrew Ferreria
yes, urgent!
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