HubSpot Ideas


Create a deal but control ability to edit it

I would like to have my users create their own deals in the pipeline and once its created would like for them not to be able to edit their own deals. The reason for this is because we are a sales organization with a lot of information on deals that get adjusted while in the pipeline. It's easier for administration to track and pay out the correct amount if the user can edit the information only when they input the deal and not after. The idea here is that someone internally within scrub the project and make sure all the payment information owed to a representative is correct or needs to be adjusted. From that point on the representative would only be able to follow the project in the pipeline and not make any adjustments. This feature ideally would come with a toggle feature to shut it off or on depending on the user. The same idea could be applied to the contacts in the CRM.