What this solution does
This module restricts the movement of leads and deals between stages within CRM pipelines. It helps manage manager workflows by preventing the intentional skipping of mandatory stages, such as client calls, and accidental bypassing of stages configured with automated bots.
After installation, an administrator can select the scope of restrictions: deals, leads, or both. Users can move an object only to an adjacent stage forward or backward. Skipping one or more stages is not possible. These restrictions apply only to manual status changes and do not affect actions performed within business processes.
For the “Fusion: Prevent Skipping of CRM Stages” module, General iT can perform installation, configuration and a functional check in your project.