Restrict Lead Creation

Priya Gopal
Priya Gopal Member Posts: 7
edited July 2023 in Sales CRM #1

As we do not have any reporting capability for Leads, we would like to restrict the user to create Leads and create Deals directly. Even though we have informed the users, they forget or by mistake end up creating a lead. 

I am visioning when users try to create a lead the system should pop up with a message "Lead Creation Restricted". Is there a way to do this?



  • Boris Tsibelman
    Boris Tsibelman Member Posts: 841
    5 Likes First Anniversary First Answer Combo Breaker
    edited May 2021 #2

    Unfortunately, there is currently no way to do this in Pipedrive. 

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