I thought I had found an answer to this question before, but can’t find it now. We have a process where customer service clos…

Hi @dflynt , It sounds like you have different teams with access to deal records, customer service and sales? If the issue is…

Is there something stopping you from using user groups and permissions to stop sales reps from doing this? I haven’t had to s…

Just as a point of clarification. We absolutely want sales reps to enter deals and move them through the deal stages that the…

Hi @dflynt , That makes perfect sense and I agree this would be a useful feature – unfortunately it’s not supported at the mo…

Hi, I have been having this same issue and after a brainstorming sesh, I think I may have come up with a solution. This solut…

Kyle Jepson shared a similar approach on LinkedIn recently, @ELaw , nice one. Here’s the post for reference: https://www.link…

Security to Keep Sales Reps from Closing Deals

ELaw February 17, 2022, 8:13pm 8

This is great, and gave me some additional ideas! Thank you for sharing!

Topic		Replies	Views
Making a deal read-only when closed CRM professional	3	1295	April 8, 2025
Lock deal properties at specific stage HubSpot Ideas object	35	14057	August 7, 2026
Set user restrictions in specific Deal Stages in the Pipeline HubSpot Ideas account-settings	28	15919	July 16, 2024
Deal stage access control Tips, Tricks & Best Practices	1	1016	April 18, 2022
"Locking" a Closed Deal HubSpot Ideas reports , object	21	8478	August 9, 2023