Hey everyone, I believe it would be beneficial to have the ability to lock certain deal records in which only some users or super users could edit them. Specifically, after a deal closes as won or lost in order to prevent a revenue, services, deal amount or subscription length property unable to be altered whether on accident or purposely. This could essentially archive the data and still be available for reporting/analysis.
Hi @CWeeks88,
Thank you for reaching out to the Community!
I can understand your use case here and I’ve found this feature request in our Ideas forum where other users are requesting a similar functionality. We use the Ideas forum to collect ideas on how we can improve the product for our customers. Product pays particular attention to the top voted ideas & takes them into consideration along with other feedback channels, it would therefore be great if you can upvote the idea and add your use case in the comments. Thank you!
Cheers
Mia, Community Team
Great thank you! Yes definitely needed at our company!!
Hi Everyone - following up on this. We have a similar use case to CWeeks88 and am wondering if there has been any progress made on this. This would be super helpful!