CRM - How to Block Stage Changes Based on Lead Status
At SprintHub, it is possible to use the lock function in the CRM to prevent a Lead from moving to the next stage or having its Status changed, according to the current Status. This feature is essential to avoid incorrect movements in the funnel, ensuring that only qualified Leads progress through the sales process.
This helps maintain organization, prevent failures due to lack of information, and keep disqualified Leads from improperly advancing through the funnel stages.
🚀 How to configure the lock in the CRM
Access the “CRM” feature
Go to the side menu or use the shortcut "Find Services";
Type “CRM” and select the corresponding feature.
Choose the Sales Funnel you want to configure
Click on the desired funnel to view its stages.
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”.
Select the Statuses that should be blocked
Check the Statuses that will not allow movements;
Save the changes to apply the configuration.
⚠️ Important
The block is applied only to manual stage changes. In other words, movements made 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.
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