Permission to set Disqualified/Lost Leads to a different stage
SOLVEThere are some cases that we need to set the Disqualified/Lost Leads back to a different stage like working in Leads Object.
Currently, Super Admin can do this. We need to give this permission to specific Sales Managers.
Is there a specific user permission that we can give Sales Manager users (Sales Pro seat), without giving them the Super Admin permission?
If not, is there a workaround for this?
1 Accepted solution
Permission to set Disqualified/Lost Leads to a different stage
SOLVEHi @AAdmin7,
No, at the moment this is not possible, see here: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace#manage-leads
As far as workarounds go, the simplest option, in my opinion, would be for the sales rep to message a super admin – or to create a new lead.
If you want to request more granular permission options, I'd recommend submitting a request in the HubSpot ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
The product team reviews these requests based on their popularity.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Permission to set Disqualified/Lost Leads to a different stage
SOLVECreating a new lead is the better option, in my opinion. This is the whole point of the lead object if you ask me. It allows the sales reps. BDRs to close a lead that is considered not qualified at a certain time but might be qualified in the future to manage them as a separate lead. I would automate this.
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Permission to set Disqualified/Lost Leads to a different stage
SOLVEHi @AAdmin7,
No, at the moment this is not possible, see here: https://knowledge.hubspot.com/prospecting/manage-leads-in-the-prospecting-workspace#manage-leads
As far as workarounds go, the simplest option, in my opinion, would be for the sales rep to message a super admin – or to create a new lead.
If you want to request more granular permission options, I'd recommend submitting a request in the HubSpot ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
The product team reviews these requests based on their popularity.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
