Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?

Rafael Vianna
Rafael Vianna Member Posts: 6 VERIFIED MEMBER
First Comment
edited July 16 in Sales CRM #1

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

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 143 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2 Answer ✓

    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!

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,291 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    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.

  • Rafael Vianna
    Rafael Vianna Member Posts: 6 VERIFIED MEMBER
    First Comment

    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.