We want to add specific users to access a specific stage in the Pipeline.
Right now the new pipeline rules let us set only SuperAdmins
and not specific users, but it’s userful to let sales managers (that may have a paid seat but not superadmin permissions) to be able to access that stage.
Please consider this improvement.
Great idea! This would really help cut back on unnecessary super admin permissions
We could really use some better functionality with this setting as well! We do not want to add anymore Super Admins.
We’d really like it if we would restrict who has the ability to change the Deal Stage once it reaches a certain stage, but still allow other users to change any of the other properties.
For example: The sales team should be able to create/edit Deals and move them between the early stages as needed, however we only want the members of management to be able to move a Deal to ‘Under Contract’, and only management and the closing coordinators to be able to move Deals to ‘Closing Scheduled’ and ‘Closing Funded’, while still allowing the sales team to edit any other properties while in those later stages.
Not all members of management are Super Admins.
