Quick tipHow toSales HubSmart CRM

Require fields before a deal enters a stage with conditional stage properties

Instead of hoping reps fill in a field later, ask for it at the moment they move the deal.

Subscription
Check your subscription in the pipeline settings
Permissions
Edit property settings
Time
4 min · Intermediate
Last verified

Short answer

Each stage row in a pipeline's Configure tab has a Conditional logic rules column. Add a rule to show certain properties, or make them required, when a user manually creates a record in that stage or moves one into it. The properties must already exist. HubSpot's example is requiring a setup notes field before Closed Won so onboarding has what it needs.

1. The column

In my demo portal no stages have rules yet, so the column shows dashes.

Pipeline stage table with Conditional logic rules and Pipeline rules columns
Conditional logic rules (1) next to pipeline rules (2).

2. What it does and does not cover

  • Applies when people move or create records by hand, from the board, record or create form.
  • Workflows, imports and integrations are separate paths, so check those if a field is still empty.
  • Property-based logic on any record is a different feature. See conditional property logic.

3. Combine with rules

Pipeline rules stop skipping or moving backwards, so reps cannot jump past the stage that asks for the field. See deal pipeline rules.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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