Blocking Marking Deals as Won

Josh Monifi
Josh Monifi Member Posts: 126 VERIFIED MEMBER
Fourth Anniversary 100 Up Votes 10 Comments 5 Likes
edited October 16 in Sales CRM #1

Hello Pipedrivers!

We have a couple of Activities that we have Automations add to Deals as they approach the end of their stages. These are important Activities asking Deal Owners to update important fields before the Deal is Won and the info gets exported to our revenue reporting.

Does anyone know if there is a way to "block" or "disable" someone from clicking the Won button until they have completed all open Activities on the Deal?

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