CRM – How to Block Stage Change Based on Company Fields
In SprintHub, it is possible to configure locks to prevent a Lead or Company from advancing stages in the funnel if certain conditions are not met.
This feature ensures greater control of the sales process, preventing contacts from being moved without essential information from the Company filled in.
How to configure the lock
Access the CRM
Go to the “CRM” menu via Find Services or by typing the feature name directly.
Open the Lock Settings
Within the CRM, locate the gear icon ⚙ to access the lock rules.
Add a New Rule
Click on “Add Lock.”
Choose the option Company Fields as the validation criterion.
Set the Conditions
Select the company fields you want to make mandatory (example: Tax ID, Segment, Region).
Configure the condition that will prevent the stage movement if the field is empty or has a specific value.
Save the Configuration
After defining the rules, click Save to activate the lock.
⚠️ Important
The lock is applied only to manual stage changes. That is, movements performed by automations or external integrations will not be prevented by this setting. Reinforcing: if the Lead is not linked to a Company, the lock by company fields will have no effect.
CONCLUSION
With locks based on Company Fields, you ensure that only properly qualified contacts advance in the funnel. This prevents failures in the sales process and improves the quality of the pipeline.
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