Restrict Lead Creation

Priya Gopal
Priya Gopal Posts: 7
edited June 17 in Lead Generation #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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited May 2021 #2

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