Automation

Limiting the movement of leads

The widget limits the ability to move leads between pipeline stages for selected users

Features

Hiding certain pipeline statuses
Blocking leads from moving on Kanban
Setting up access by user
Limiting mass status changes

Installation and setup guide

Detailed guide for working with widget "Limiting the movement of leads"

CONTENTS

  1. Widget settings
  2. How the widget works
  3. Movement restriction for administrator

Widget settings

To configure it, go to the pipeline and then:

  1. Click Configure
  2. Click Add Trigger at the appropriate stage
  3. Enter a Ban on The movement of lead in the search and Add a widget
  4. Select the moment when the trigger is triggered
  5. Select the stage for which you want to prohibit movement

How the widget works

After completing the setup, create a lead

After the lead reaches the trigger stage, a code will appear in the n_lead_deny field.

The widget blocks mass stage changes (list view) and stage changes in kanban.

At the same time, it remains possible to change the stages individually in leads according to the widget settings.

To drag a lead to a stage that was prohibited from moving, it is necessary to place a trigger in the stage where the deal falls without selecting a stage.

After entering the trigger stage, the n_lead_deny field is cleared.

And you can move the lead to a stage that was previously prohibited.

Movement restriction for administrator

In order to prohibit movement for the administrator, it is necessary to click on the "Limit for administrator" checkbox in the trigger settings