CRM - Status/Field/Approval Blocks

Set criteria to prevent opportunities from advancing or going back between the different stages.

It is very common for salespeople to move opportunities through the funnel stages and forget to fill in important fields. Imagine reaching an opportunity at the end of a stage for contract signing by email, and the Lead’s email doesn’t exist in the Lead record?

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

With our Blocking module, you can control all of this.

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