Prevent deal stage change until Activity is marked as DONE

Graham Cox_55849
Graham Cox_55849 Posts: 87
25 Likes 10 Comments Name Dropper First Anniversary
in Sales CRM #1

Can Workflow Automations (or any other method) be used to prevent a deal being progressed to the next stage, until an activity is marked as Done?

The use case is when a mortgage application is submitted I create a 'Create Suitability Report' task activity with due date 1 business day. I'm trying to ensure the Report is created before allowing the deal stage to change.

Thank you.

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Answers

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,237
    1000 Comments Third Anniversary 100 Likes 5 Answers
    #2

    Not with Pipedrive Workflow Automation, but should be possible with Make/Integromat.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 704
    100 Comments Second Anniversary 25 Likes 5 Answers
    COMMUNITY MANAGER
    #3

    Hi @Graham Cox_55849 as another alternative, you can also do something like having a custom field in your deal for that purpose. And an automation that sends that deal back to a given stage if a user tries to progress it while the custom field is empty.

  • Graham Cox_55849
    Graham Cox_55849 Posts: 87
    25 Likes 10 Comments Name Dropper First Anniversary
    #4

    Thanks for the suggestions Amit and Manuel.


    I'll set up the custom field option for now. But it would be great long term if this sort of functionality could be executed via Workflow Automations. I've got so many fields and until per pipeline fields is ready, it's very unweildy.

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