Hi @dflynt,
It sounds like you have different teams with access to deal records, customer service and sales? If the issue is that customer service is editing deal records, you could create a user role in HubSpot for customer service representatives that restricts those users from editing deal records. I’ve set the setting to “None” in my screenshot:
There is also an option to restrict edit access for certain properties (in this case Deal stage) which you can learn about here: Manage view and edit access for properties This, again, would make sense for customer service.
If the issue is that sales reps close deals prematurely, then the my preferred solution would be training. Not allowing sales reps to edit deals or move deals along the pipeline would essentially prevent them from doing their work. (Theoretically you could restrict edit access to the Deal stage property and work with deal automation, updating stages based on deal activity or other property changes. But there would likely be scenarios when a sales manager would have to check all open deals and whether they are in the correct stage. Doable, but more manual work for one person.)
Hope this helps!
