lead status restrictions

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

Hi,

I would like to create a restriction on Lead status:

After engaging with a lead and determining that they meet certain criteria, we want to move them to the status “Open Deal”. This status indicates that the lead is a potential sales opportunity and should open a deal automatically. - this action should be marked by a manager after they made sure all the criteria have been met.

Additionally, I would want a pop up questions box to be opened so we can feel-in all the information that been gathered

so, can we:

1. can we restrict the users from changing some of the Lead statuses?

2. add a pop-up window in the process?

Thank you for your help!

2

Hi @Menucha,

You can request users to fill additional fields whenever they change the value of the lead status, yes: https://knowledge.hubspot.com/crm-setup/set-up-conditional-logic-for-enumeration-properties

It’s not possible to have users only edit some values but not others however. In Enterprise subscriptions, there is the option to prevent editing access in general but not for specific values.

Best regards!