Can you make add products a mandatory field on a deal?

Jodi Gray

I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?

Fabrizio Nicolosi_33821

Unfortunately not for the moment. But is a good suggest

Joonas

This feature is needed as well! Tried to workaround this with automations (mandatory custom field -> add product to deal), but realized that amount of automations would max out since I would have to do this also for amount of products...

Jac Fitzgerald

This was the primary reason we signed up for the Pro account, in order to enable compulsory fields, in order to make product selection compulsory for deals.

TT

I managed to get required deal value(waarde) field, when marked as won, but only the value(waarde).

Is there a way to automatically include a required product when a deal is marked as won?

LukasC

Guys, is there any update on this feature? We would appreciate it a lot! :)

Thanks

Matthew Baran

This is a great option, Sales people typically take the path of least resistance, making this required would solve a lot of issues. Mostly in the insights section because its reliability is only as good as the data. If they are only adding a value then it skews the data.