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

Jodi Gray
Jodi Gray Member Posts: 2
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?

2 votes

· Last Updated -


  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited May 2021 #2

    Unfortunately not for the moment. But is a good suggest

  • Joonas Mäkiranta
    Joonas Mäkiranta Member Posts: 1
    Photogenic First Anniversary
    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
    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: 13
    Photogenic Name Dropper First Comment

    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?