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.
Comments
Hi John,
Depending on the Account your client is in, they can make use of Advanced Permissions https://support.insight.ly/hc/en-us/articles/218138648 that would limit who can move an Opportunity.
They will need to be in Professional or Enterprise level account.
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