How to limit access to who can move Deals across stages?
Hi,
I've encountered a situation where users often move the Deal to a particular stage by mistake and immediately correct it.
When I go and check in the insights, even the wrong movement shows up as one count for progression and messes up our KPIs. Is there a way to control who can move the stages? Or perhaps filter the insights in a way that Progressions are only counted if a Deal stays in a stage for at least a specific period of time (like 10 minutes)?
Answers
-
Hi @reddy10d
Unfortunately, there is no specific permission in Pipedrive that will restrict a user from moving a deal to a new stage, however, I think this is great feedback I would be happy to pass along internally! Additionally, feel free to share this in the Ideas and Product feedback section of the Community as well so other users can upvote your suggestion!
However, I was looking into potential workarounds and wanted to suggest an automation that would label or add data to a field of a deal when it has been moved to a different stage and then moved again within a certain timeframe, hopefully, this helps in the meantime!
This automation will start when a deal is moved to a new stage. It will then pause for 1 hour and if the deal is moved again to a different stage in that hour, then it will add the data "Incorrectly Moved" to the deal Custom field (But you could also have a label added instead or another action)-
1
