Can I Make the Deal Stage & Close Date Read-Only for Partners/Distributors?

Modified on Wed, 14 Jan at 5:09 PM


Deal Stage:


You can prevent Partners and Distributors from editing the Deal Stage field and define a default Stage for newly registered Deals by going to Settings > Deal Registration > Deal Registration Module Settings. You'll then enable the "Don’t allow Partners and Distributors to change Stage" setting and select a default Stage value (excluding Closed Won/Lost Stages) for new Deals from the dropdown menu.


Once enabled, the Stage field will be read-only for Partners and Distributors, and any Deals they register will automatically be set to the default Stage you selected. 



NOTE: You can update the default Stage value at any time via the dropdown menu in the Deal Registration Module Settings listed above, or by going to Settings > Deal Registration > Deal Sales Stages. You'll then hover over the Stage you wish to set as the default > Actions > Edit


Enable "Default Stage for newly registered Deals by Partner or Distributor Users" > Save



Close Date: 


You can make the Close Date field read-only to Partners and Distributors by going to Settings > Deal Registration > Deal Registration Module Settings. You'll then scroll down to the "Field Settings" section to change the Close Date from "Editable" to  Editable by Admin only > Save.

 



Related Articles: 

Deal Sales Stages and Guided Selling

Deal Module Settings 


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