Answered

Ability to restrict who can move an Opportunity through a pipeline

We have a client who's interested in implementing Insightly into their business. They have a few levels of management and need an approval process before someone can move an Opportunity from one step in a sales pipeline to another.

Is there such a restriction in Insightly?

I've hinted that another workaround could be a notification is sent when an Opportunity is moved - if it doesn't meet the criteria then the person who should be approving notifies the sales person and they move it back.

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