Deal stage access control

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi ,

One of my clients would want the manager to review the deals that go to the Closed won stage. The sales team shouldn’t be able to move the deals to this stage without the manager’s approval. Can someone help me with how to implement this in Hubspot?

Thanks in advance

Latha

2

Hi @Latha ,

This is something not possible in HubSpot right now. I found a similar requirement of yours in the ideas section of the HubSpot community, probably you can upvote the idea here https://community.hubspot.com/t5/HubSpot-Ideas/Set-user-restrictions-in-specific-Deal-Stages-in-the-Pipeline/idi-p/279072 and HubSpot Product team review these ideas and work on them.
Hope this helps!
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Thanks and Regards.