Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
Best Answer
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Hello @Rafael Vianna,
Assuming you want to have the automation be applied when deal is moving into a specific stage, you can use and automation step like this:
Where we are specifying that the automation should only start when the deal is moving into a specific stage. If you wish to have this automation applicable for all stage changes, you can simply use the condition: "Deal stage has changed".
In addition to the activity/task, you can also use the automation to put the deal back into the original stage and for that, you can add a final step like this:
We hope this helps!
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Answers
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Hi @Rafael Vianna you can do something like having a custom field to enter the reason for moving to the next pipeline stage, and an automation that sends the deal back to a previous stage in the pipeline if the deal is moved forward while that custom field is blank.
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How would I be able to do the automation? I want to make so if it moves with the custom field blank it adds an task for the person to fill it.
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