Step-by-Step Implementation
Step 1: Navigate to Pipeline Settings
- Go to Settings
- In the left sidebar, navigate to:
Objects → Deals (or your Custom Object) - Select Pipelines
Step 2: Select the Pipeline and Stage Rules
- Choose the relevant pipeline
- Click on the stage you want to enforce rules for (e.g., Proposal Sent)
Step 3: Define Required Fields
Within the selected stage:
- Locate “Set required properties”
- Add the following fields:
- Deal Amount
- Close Date
- Decision Maker Identified (custom property if applicable)
Step 4: Enable Rule Enforcement
- Enable the option:
“Require properties before moving to this stage” - This prevents users from advancing the record unless all required fields are completed
Step 5: Test the Configuration
- Open a deal (or custom object record)
- Attempt to move it into the configured stage without completing required fields
- Confirm that HubSpot blocks the stage transition and prompts for missing data
Expected Outcome
- Standardised pipeline usage across all users
- Improved data completeness at critical deal stages
- More accurate reporting and forecasting
Best Practices
- Apply rules only to key stages to avoid user friction
- Align required fields with your sales methodology
- Regularly audit pipeline usage and field completion rates
