Release Notes - Senaste uppdateringarna i Cirrus CRM
Cirrus Core
New feature
User Request

Now you can control who can move opportunities from each step

Cirrus avatar
Shared by Cirrus • February 02, 2023

In the latest pipeline update, you can control who can move opportunities from a particular stage in the pipeline.

This is useful if someone else in the organisation takes over an opportunity in a certain step, and then leaves for the next one. Then, through authorization, you can make sure that no one other than the person(s) responsible for that phase of the sales process can move the opportunity forward.

Read more about how to set this up here 👇