We’re running into a recurring issue across a large number of client accounts.

Many clients have custom fields marked as required. When a lead is created via Zap (or other automated entry), those required fields are often not populated at the time the opportunity is created.

The problem occurs when a user manually drags the opportunity to a new stage:

The stage-based automation is configured to trigger based on completion of a required custom field.

However, users are able to move the opportunity forward without completing those required fields.

As a result, the automation tied to that stage does not trigger.

This is creating breakdowns in workflow and reporting across nearly all of our client accounts.

Requested Enhancement:

We need tighter enforcement around stage movement tied to required custom fields.

Specifically:

If a required custom field is incomplete, the user should not be able to:

Move the opportunity to another stage, or

Make updates that depend on that stage change

The system should prompt the user to complete all required fields before allowing the stage transition.

This enforcement would prevent automation failures and ensure data integrity across pipelines.

Let me know what’s technically possible here and whether this needs to be handled at the opportunity level or pipeline level.

It would be really great if we could trigger a popup message in the pipeline with workflow.

I have pipelines where there are lots of automations based on stages change, there are few stages where an opportunity can not go if certain actions are not taken, my clients always make this mistake. So I would like to have a check and show a message which says why they can not move opportunity to a stage.

Real Use Case: One of my accountant client has to prepare tax documents out side of GHL then upload the document into GHL before sending an email to his clients with a link of the document, but often he forgets to upload the document and changes the stage to for example "Send Document", this sends an email to his client with an empty link. I can check if document was uploaded or not before send out the email but there is no way to let him know what was the mistake. It would be really helpful if I could show a popup when he moved the stage saying "Hey you have not uploaded the document, do that first", then they would know what went wrong.

This is a very simple illustration but I am sure there will be lot more complex scenario where a popup would be a great option. Thanks