CRM Kanban Drag Back
Permission for Back Drag in CRM Kanban view
Overview
This module restricts some users to drag leads backwards in sales pipeline without permission.
Features
Restricts some users to drag leads backwards in sales pipeline.
Allows the administrator or head of the team to approve leads.
Screenshots
Go to Configuration -> Stages, and set an 'order'(integer value) for each stage you want to use in the pipeline.
The drag back works based on this 'order' field value.
Shows the leads that are in the 'Waiting for Approval' State
The Administrator or the Head of Sales of team which the lead belongs to, can approve the lead to the stage requested by the user or decline the lead back to it's previous stage.
Our Industries
Easily procure and sell your products.
Plan, track and schedule your operations.
Run your bar or restaurant methodical.
Easy configuring and convivial selling.
Mobile friendly, awe-inspiring product pages.
An all-inclusive hotel management application.
A Collaborative platform for educational management.
Keep track of services and invoice accordingly.
