CRM - How to Block Stage Change Based on Lead Status

In SprintHub, it is possible to use the locking feature in the CRM to prevent a Lead from advancing stages or having its Status changed, according to the current Status. This functionality is essential to avoid incorrect movements in the pipeline, ensuring that only qualified Leads progress in the sales process.

This helps maintain organization, prevent failures due to lack of information, and stop unqualified Leads from advancing through the pipeline stages improperly.

🚀 How to configure the lock in the CRM

1. Access the “CRM” feature

• Go to the side menu or use the shortcut "Find Services";

• Type “CRM” and select the corresponding feature.

1. Choose the Sales Funnel you want to configure

• Click on the desired funnel to view its stages.

1. Edit the stage where you want to apply the lock

• Click on the stage edit icon;

• Enable the option “Block stage or Status change based on the Lead's Status”.

1. Select the Statuses that should be blocked

• Check the Statuses that will not allow movements;

• Save the changes to apply the configuration.

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⚠️ 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.

CONCLUSION

With locks based on the Lead's Status, your team gains more control over the sales funnel, avoids operational failures, and focuses its efforts on the right Leads at the right time.

Use this feature to standardize processes, maintain data quality, and increase the efficiency of your sales team.