Bloqueio de alteração de etapa

Gostaria de dar uma sugestão de bloqueio. Bloquear o usuário a trocar de etapas, no funil

A outra pessoa que trabalha comigo sempre muda a etapa, muitas vezes sem querer e isso me atrapalha muito

Queria poder eu como ADM, bloquear ela de alterar a etapa

isso traria mais confiança para mim

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  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited February 25 #2

    You can create an automation so that for the business to reach X stage, you need to approve.

    One idea would be, creating a step field allowed.
    And if this field were updated, and the user was not you, it would return to the previous value.
    And that a business can only be at the stage that says in that field, if the user is not you.

    But the real idea is that you and your team align the culture and invest in training so that everyone can use Pipedrive as a great orchester.

  • Alberto Marques
    Alberto Marques Posts: 3
    edited September 2021 #3

    You can create an automation so that for the business to reach X stage, you need to approve.

    One idea would be, creating a step field allowed.
    And if this field were updated, and the user was not you, it would return to the previous value.
    And that a business can only be at the stage that says in that field, if the user is not you.

    But the real idea is that you and your team align the culture and invest in training so that everyone can use Pipedrive as a great orchester.

    Referente ao meu modo de trabalho interno, sim já existe, se chegou a um patamar onde eu estou pedindo que façam uma funcionalidade nova é porque mesmo tendo nossa cultura, as pessoas erram e isso é normal. Eu quero que o sistema me ajude a EVITAR ERROS. Se não puderem fazer, tudo bem. 

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited September 2021 #4

    You can create an automation so that for the business to reach X stage, you need to approve.

    One idea would be, creating a step field allowed.
    And if this field were updated, and the user was not you, it would return to the previous value.
    And that a business can only be at the stage that says in that field, if the user is not you.

    But the real idea is that you and your team align the culture and invest in training so that everyone can use Pipedrive as a great orchester.

    Você pode automatizar para que se negocio foi atualizado, e a etapa mudou, e o proprietário nao era você, ele retorna para a fase anterior.