HubSpot Ideas

kakaufman

Lock deal properties at specific stage

Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that the sales team is putting the info in correctly the first time since they can't go back and fix it. We would still want Admin to be able to edit properties, but lock them to everyone else. 

15 Replies
karstenkoehler
Hall of Famer | Partner

Definitely a useful feature, thanks for posting.

MAsten
Member

I just asked support this very question and was going to enter the idea, but found this.

 

So, allow the sales person to change all of the details on a Deal in the Sales Pipeline, up until the point it moves to Closed Won or Closed Lost.

(Allow admins to change thereafter)

 

 

IDijkstra
Member

I find it hard to understand that this has not been implemented yet, as I see it as a critical feature in deal management.

AFreemerman
Participant

Please this is so important, we jsut switch  from Salesforce to Hubspot and really feel Hubspot is lacking in basic features thta  helps control the reporting. 

PRoque
Member

Great idea!

Waiting for this feature.

AAidasani
Member

+1 and if I could +10000

 

If Hubspot is to be the system of record for the GTM team, the ability to lock records is essential. 

 

  • Deals that are closed, booked, and signed off by finance should never be changed.  I suspect this is one of the reasons people more to the larger, B2B, CRMs where there are multiple teams that need to own pieces of Hubspot
  • Contract records where the employee is no longer working there because they moved to a different company. Marketing will often want to lock these contacts so no change occurs since that contact is now part of historic record.
SPennwood
Participant

+1 

 

This is functionality that prevents us from using HubSpot as a single source of truth for our company.

alexluong1
Participant

+1

 

Agreed with all points mentioned.

 

Also would like to add that conditional fields  + conditional permissions should be something we can build and customize in general, not just for this specific field or function.

BMilaszkiewicz
Participant

+1 agree

The ability to lock fields after a deal is closed so that they cannot be changed by sales is standard in other CRMs, this is essential. I really hope Hubspot sort this out ASAP

M4tr1xN30
Contributor

This has recently become a real requirement for us. Stopping sales people changing specific properties after a deal reaches a particular stage will stop 'rogue' deals being adjusted to 'fit' requirements and then changed afterwards.

GEiselt
Contributor

HubSpot is currently the source of truth for us for invoicing/revenue tracking, so we would benefit greatly from being able to lock Closed records to prevent errant updates that could affect client invoices.

ALCarpenter
Member

We need this feature as it affects our accounting and commissions if sellers can move deals out of closed won stage at a later date which is a scenario that recently happened.  We need to be able to lock any deals that are marked as closed won so once we've done our monthly / quarterly reporting and commissions, there's no risk of deals moving around after the fact. 

brk21
Member

An important feature that we could really use

erica11
Top Contributor

We need this too!

CWeeks88
Participant

Completely agree- thanks for posting!