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CRM Kanban Drag Back Permission

Permission for Back Drag in CRM Kanban view

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Overview

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Features

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Screenshots

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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.

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