Restricting users from re-opening closed opportunities

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New Contributor

I want to restrict sales reps from re-opening closed lost opportunities. 

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HubSpot Employee

Hi @jquin

 

Thank you for posting in the Community! 

If you have an Enterprise account, you can restrict edit access for properties. It isn't currently possible to prevent users from re-opening lost opportunities or from updating a property (like deal stage) to a specific value. A similar idea has been posted in the Ideas Forum. Other users have requested the ability to restrict moving deals between stages. I recommend upvoting and commenting on that post with your use case to request this functionality.

I hope this clarification helps! 

 

Thanks,

Melinda | (She/Her)

Customer Support Specialist