Permission Sets to move Deals across stages
reddy10d
Member Posts: 5 VERIFIED MEMBER
It would be great to have a feature that will limit the users who can move the Deals from one stage to another. Alternatively, a system to get a manager's approval before promoting a Deal to the next stage.
I believe this would be helpful to make sure users are not falsely/mistakenly updating Deal Stages. This would also ensure that the Deals Progress Insights reflect actual progress and not take into account erroneous movement that is immediately fixed afterwards.
Specifically, when I go and check in the insights, even the wrong movement shows up as one count for progression and spoils our KPIs.
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