Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer old deals to new team members.
For example, recently a new team member transfered old closed deals to her because she assumed she should own them since they are in her territory now. However, that messed up our yearly reporting.
We'd love to have the ability to lock all deals that have expired (for instance, as soon as the 12-month subscription is over, we'd like to "lock" or "archive" the deal so no one can make edits anymore).
I'm happy to share that we've delivered on this idea. A super admin can limit editing access to specific pipeline stages, making all records in a "locked" stage read-only for all other users. See thisKnowledge Base articlefor more details.
As always, thank you all for sharing your thoughts and insights with us, and helping us enhance the product experience for all.
Very keen for more flexiblity on this feature! We only need to lock certain properties, having it limited to just super-admins being able to edit deals doesn't work for us unfortunately.
