Restrict or Hide Stage Options on Deal Creation
Here's my case that I'm trying to solve.
We use Zoho for our mortgage company, and I need to be able to restrict the stages users have access to (Stages are "Getting Started", "Application Complete", "Pre-approved", "Setup", etc....)
Our workflow is the following:
1. User creates deal
2. Blueprint restricts user from moving deal stage and only allows ops team to move it forward
However, on deal creation, I want to be able to force the stage to be "Getting Started", so they have to go through the correct deal progression.