Can i block editing on a deal after the dealmade is made?

VittoriaCunha
VittoriaCunha Member Posts: 2 NEW MEMBER
edited March 7 in Sales CRM #1

I'm looking for a way to block the team from editing the closed opportunity after the dealmade; as a plan B I thought of maybe an automation to alert specific users if a change is made. Didnt find pre existing topics on this subject but this is my first question here (I apologize if the topic already exists)

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  • Alex - LeadOn
    Alex - LeadOn Member Posts: 9 VERIFIED MEMBER
    First Answer First Comment Photogenic
    #2

    Pipedrive doesn’t have a built-in option to prevent editing closed deals, but here are two possible solutions:

    Option 1: Adjust User Permissions (If available in your plan)

    • Go to Settings > User Management > Permissions and check if you can restrict editing for won or lost deals based on user roles.
    • The availability of this feature depends on your Pipedrive plan.

    Option 2: Set Up an Automation Alert (Plan B)

    If blocking edits isn’t possible, you can create an automation to notify specific users when a closed deal is modified:

    1. Go to Automations > Create a new automation.
    2. Trigger: "When a deal is updated."
    3. Condition: "Deal status is 'Won' or 'Lost'."
    4. Action: "Send an email or Slack notification" to relevant users.

    This won’t prevent edits, but it helps track and control changes to closed deals. 🚀

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