Blocking Marking Deals as Won
Josh Monifi
Member Posts: 131 VERIFIED MEMBER
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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Answers
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can think of ways to do this either using pipedrive automations or Make/Integromat or Zapier or Relay.app.
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Hi @Amit Sarda (AmitSarda.xyz) ! We have access to Zapier and I would be interested in hearing your ideas! I didn't think it would be possible to "block" clicking the Win button using Zapier…
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