Hi there! Is it possible to restrict somehow passing a deal over a few stages? For example, I don’t want to allow a user to move a deal from the 1st to the 4th stage directly. I’d like them to move 1-2-3-4 stages one after another.
Hi @VRyzhov,
Not out of the box but with an Enterprise subscription and quite a bit of customization: yes.
Here’s how you would approach this:
- The starting point for this would be required deal stage properties: Set up and manage object pipelines
- With an Enterprise subscription, you can make required properties non-editable. This means that they would show up as required but can’t be checked: Manage view and edit access for properties
- You can leverage this and use a workflow (partitioned to be unaccessible by regular users) to only set the required property, e.g. a single checkbox, to yes if the deal has been in the previous stage.
For example:
- Deal is created in stage A, deal-based workflow sets the property required for stage B, e.g. ‘Stage A completed’ to checked. (‘Stage A completed’ is a required property for moving the deal to stage B.) The deal can move to stage B.
- The property ‘Stage B completed’ is not checked, thus the deal can’t move to stage C yet.
- Once moved to stage B, a deal-based workflow sets the property ‘Stage B completed’ to checked. The deal can now move to stage C.
So you see that you’ll need quite a few properties, workflows, and permissions for this. Also, if you expect deals to move back in stages, you have to consider that in your workflows and potentially clear checkbox values again.
Let me know if I should lay this out in more detail.
Best regards!