🔓CRM - Status/Field/Approval Blocks

Set criteria to prevent opportunities from moving forward or backward between different stages.

It is very common for sellers to move opportunities through the stages of the funnel and forget to fill in important fields. Imagine arriving with an opportunity at the final stage for contract signing by email, and the Lead's email does not exist in the Lead's record?

You create a series of automations to make everything automatic and the system cannot execute the automations because the fields were not filled in or are filled in incorrectly.

With our Locking module you can control all of that.

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