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

Jodi Gray
Jodi Gray Member Posts: 2 VERIFIED MEMBER
edited June 2022 in Ideas and Product Feedback #1

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

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited May 2021 #2

    Unfortunately not for the moment. But is a good suggest

  • Joonas
    Joonas Member Posts: 1 VERIFIED MEMBER
    Third Anniversary Photogenic
    edited May 2021 #3

    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
    Jac Fitzgerald Member Posts: 1 VERIFIED MEMBER
    edited June 2021 #4

    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
    TT Member Posts: 20 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper
    #5

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

    image.png

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

  • LukasC
    LukasC Member Posts: 9 VERIFIED MEMBER
    First Comment Photogenic
    #6

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

    Thanks

  • Matthew Baran
    Matthew Baran Member Posts: 27 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Up Votes 5 Likes
    #7

    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.

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