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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1 comment

Date Votes

Melissa (Allemby Management Group Inc.)
February 26, 2019 16:25

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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