- How To Restrict Team’s Actions
Restricting Team’s Action on eGrow refers to what you want your team not to do with a certain stage/pipeline.
There are 4 actions that you can prevent your team from doing in a certain stage which are
- Create: This refers to create a new order
- Move: Which is moving an order from a stage to another
- Show: As the name implies, this decides whether they want them to see the orders or not
- Delete: This means deleting an order
To restrict certain actions, pursue the following steps.
- Select the stage you want to set the restrictions at:
- Click on the this 3 dots
- Click on Actions Restricting
- Now edit the restricting as you wish
