Required Fields to Move Opportunity Stages
B
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.
Log In
O
Oscar Munoz
PLEASE IMPLEMENT THIS!
R
Rich Ribeiro
YES!!!! Amazing Feature
Also check out this idea for opportunities:
S
Sam Mcewin
100%. It's one of the main reasons I still haven't moved my business across from HubSpot yet. We use High Level for our clients but are stuck in Hubspot ourselves. Eager to move across, but this feature definitaly needs to be introduced before we can.
This is from the HubSpot support article:
To require a value for a property, select the checkbox in the Required column (Starter, Professional or Enterprise only). When a property is required, users won’t be able to create a deal in that stage unless they enter a value for that property.
F
Felipe Martins Rodrigues
COPIEM O HUBSPOT NO NIVEL DE VISUALIZAÇÃO DE NEGOCIOS.
ISSO AJUDARIA MUITO
D
Drew Lints
Yes! This would be so great! Need this!
T
Teddy Benz
Would LOVE this
P
Pallavi Kothari
Merged in a post:
Make "required fields" to move an opportunity in the opportunity pipeline
C
Caden Thompson
An example, If the lead is not assigned to someone then that lead cannot move to the next stage in the pipeline. This seems to be a sticking point on sales for me personally because clients like to have certain parameters for the sales teams.
HIGHLVL-I-5547
J
Jeremiah Vanderlaan
This would be super fantastic!
The opportunity can't be manually moved into a Stage unless custom field "Next_Apt_Date" is not empty.
If the GHL user were to try and move the opportunity into the stage, they would be prevented from doing so. Maybe like an alert box pops up saying "The contact for this opportunity doesn't meet the conditions for this stage. Please fill out "Next_Apt_Date" before moving this opportunity."
J
Josh Tainsh
Have used this in HS and it's brilliant. Small addition with heaps of upside for team management and reporting wise
O
Omar de Santos
Yes please, pipedrive also has this functionality. This would be very very helpful. We're currently having to jerry-rig these logical checks using automations that push the opportunities back but it would be much better to just have this be a built in feature.
R
Rich Ribeiro
Omar de Santos Thats clever! Could u share your workflow?
Load More
→