CRM Kanban Drag Back

Permission for Back Drag in CRM Kanban view

Author : Cybrosys Techno Solutions , www.cybrosys.com

This module restricts some users to drag leads backwards in sales pipeline without permission.

Go to Configuration -> Sales Teams, and enable the 'Leads' option for the teams you want to use.

Go to Configuration -> Stages, and set an 'order'(integer value) for each stage you want to use in the pipeline. The drag back is working based on this 'order' field value. When a user tries to drag a lead from one stage to another, we will check the 'order' of those two stages. If the movement is from a stage with higher order value to a stage with lower order value, it will be considered as a back drag.

When a salesperson tries to perform a back drag, the lead will go to a new stage, 'Waiting for Approval'. From this stage, 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. The salesperson can't move the lead from this stage.

In the 'Waiting for Approval' stage, a lead will be visible only to the administrator, the user to which the lead is assigned to and the head of sales of team that the lead belongs to. When we select a lead in the 'Waiting for Approval' stage, we can see the stages, the lead comes from and where the lead is headed to.

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