I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production pipeline. HOWEVER, in order for the deal to convert they must have provided values for all required Properties. If they do not, then the deal won't convert.
Unfortunately this isn't working because they can just create the deal in the "Deposit" stage directly and bypass all the required properties before the workflow activates. To prevent this from happening I would like to be able to restrict 'Which' stages certain members can create deals in. By being restricted to which deal stages a deal can be created, the sales team will be required to fill in all the information before they can move through the stages and to the final stage "Deposit"
Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.
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I look forward to sharing more updates in the coming weeks!