• Learn how AI and automation actually work in your Help Desk. Ask our experts how to improve team speed and customer happiness! AMA Nov 17-21.

    Ask us anything

HubSpot Ideas

Hyroxware

Permissions top stop salesman creating Deals

I have set up my CRM so when a Lead is turned into an Opportunity a Deal is created in the Deal Pipeline. However, my salesmen seem to be sometimes manually creating a deal as they arnt following the process. I want to put a permissions in place so they have to complete the lead pipeline only to create deals. So I want to take the permissions away for them to create deals and make mistakes. IS this possible. If not I think this would be super useful.

0 Upvotes