Sales Hub Tools

MStaples
Participant

Editing Deal Amount

SOLVE

Our deal amount is driven by the line items on the deal. However, users can manually over-ride the deal amount using the pencil icon in the upper left portion of the deal details view.

 

There should be a way to prevent such changes.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Editing Deal Amount

SOLVE

Hi @MStaples,

 

This is possible, however a feature only available to Enterprise customers: https://knowledge.hubspot.com/account/restrict-edit-access-for-properties

 

(Don't shoot the messenger.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
MStaples
Participant

Editing Deal Amount

SOLVE

Just what I was looking for!

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Editing Deal Amount

SOLVE

Hi @MStaples,

 

This is possible, however a feature only available to Enterprise customers: https://knowledge.hubspot.com/account/restrict-edit-access-for-properties

 

(Don't shoot the messenger.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.