Lifecycle stage access

[Askarov]

Hi Community,

Is there a workaround to grant access to move a deal to a specific stage without upgrading to HubSpot Sales Enterprise?

I have final stage called Finance Approved.

I like to give only specific users the access to push a deal to this stage.

Thank you.

[Lucila-Andimol]

Hey @Askarov

yes you can now setup pipeline rules in PRO and Enterprise

so you can grant access to users to a specific stage, avoid users skipping stages and more.

Here is an article on how to set this up:

Set up rules for object pipelines

hope this helps.

If this helped you, mark it as a solution to also help other users.

[Askarov]

Hello Maria,

Thank you for that answer. I see that I can only limit it to super admins.

It doesn’t let me change this to other users.

Thanks

Oren

[Lucila-Andimol]

Yes, for the moment we can only set it up to SuperAdmin

maybe in the future we can set any user or paid user.

I’m going to post this as an idea in the forum

so that the product team consider it.

You can upvote it so it can be considered faster

[Askarov]

Thank you Maria.

This is helpful.