Restrict moving deals between stages

bencefarkas

Goal: 
HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal from Qualified prospect to 2nd meeting as there must have been a 1st meeting between.

 

Why is this good?
As HubSpot's deal funnel analytics works the same way it would be more accurate and this way sales people would be incentivized to update their own deals more frequently. JIRA has a similar option although it's for a different purpose, it would fit how HubSpot's pipelines work.

 

How to create this option? 
Admin users will want every kind of restrictions, not just the one where you can only put a deal to the next or previous deal stage. As a user experience on where to add this to HubSpot I would suggest adding this option to the Deal Settings page (where you are able to edit deals and create automation for them).

 

I would change the "Delete" button to "Actions" and add this functionality as a possible action to choose which deal stage the deal can move to from its current deal stage.

8 Replies
Hawk-Steve
Top Contributor

+1 from me.

 

To add to this, I'd like to see a way of restricting permission from moving deals between certain stages all together. Some of the portals I work with run mostly off of APIs/workflows, so the deal stage changes through setting a deal property to the correct criteria (rather than click and dragging).

fabiogomesds
Participant

+1

Gary_Wright
Participant | Diamond Partner

I agree that this would be a very helpful feature.

Often there are different job junctions involved further in the pipeline, and clients have requested for only users part of the Finance team to be able to move a deal to closed-won for instance, once they see the amount reflect in the financials.

Marius_Smit
Member | Diamond Partner

Agree

BeancavNiekerk
Member | Diamond Partner

Agree, there needs to be more flexibility in deal ownership & deal permissions for sales/deal pipelines. 

DKlapwijk
Member | Diamond Partner

Agreed. Would be a nice feature 

TKrajewski
Member

Agree. 

PrateemaK
Participant

Agree!