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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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!
D
Danny Pettiona
This is hugely needed!
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Pallavi Kothari
Merged in a post:
CRM enhancement - CHEKC OUT monday.com/pipedrive.
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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!
B
Brian Del Terzo
Yes, there are often steps required at each stage in the sales process and it isn't always easy to rember, requiring certain conditions to be met helps to avoid unintentional mistakes throught the sales and onboarding process.
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