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.
Hi everyone! I'm happy to share that we've recently released enhancements to this feature, to provide you with added flexibility.
Now, when you enable the feature to limit editing access to deals in specific stages of your pipeline, you can assign specific users and/or teams to have editing access as well. Previously, editing access was limited to super admins only.
Here's the updated Knowledge Base article with more details on how to use this feature. Cheers!
Hi @LBouchet1, we recognize there's an opportunity to offer more flexibility with this feature. I'm working with the team to figure this out as part of our iternative enhancements. More to come soon!
I'm happy to share that we have begun rollout of this feature--all eligible HubSpot accounts should have access by next week. See this Knowledge Base article for more details.
At this time, the feature limits editing access to super admin users. If you have feedback, please share via the in-app survey that you'll see when you go to use this feature in your HubSpot account.
As always, thank you all for sharing your thoughts and insights with us, and helping us enhance the product experience for all.
Hi @callie - yes, users with view permissions (but not communication permissions) can leave a note, but they cannot pin the notes because it's considered "editing." See here for the Knowledge Base article.
We've built a feature to address this, called Limit editing access to select pipeline stages. This feature is now available for early access. If you're interested, please check the "Product Updates" page in your HubSpot account and join our beta.
I welcome your feedback on this--we've set up an in-app survey to collect your thoughts. Thanks in advance!
Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
Thank you for sharing your feedback and support for this idea. I'm happy to share that we are working on a solution for this.
We're looking to run a small early access group to provide feedback on the solution later this month. If you're interested in joining, please sign up via this form.
Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
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.
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.
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.
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
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.
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.
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.
Very important feature! We urgently need this feature to prevent reps going back in and making changes to the deal which skews data. This is key for our sales controlling process. Thanks for posting!
Not being able to lock deals is causing flow on effects for many integrations (billing and commission in particular) which are very time consuming to resolve.
It creates a huge problem with data audits/consistency.
Thank you for sharing your feedback and support for this idea. I'm happy to share that we are working on a solution for this.
We're looking to run a small early access group to provide feedback on the solution later this month. If you're interested in joining, please sign up via this form.
Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
We've built a feature to address this, called Limit editing access to select pipeline stages. This feature is now available for early access. If you're interested, please check the "Product Updates" page in your HubSpot account and join our beta.
I welcome your feedback on this--we've set up an in-app survey to collect your thoughts. Thanks in advance!
Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
@JeannieN - this is GREAT! I love that notes can still be left by non-Super Admins, but it appears to be a bug that those notes cannot be pinned. Any thoughts?
