Here's some information about a new feature we've recently added.
Enable access to workflows from the lead summary
You told us that when processes are automated, you'd like the option to remove the ability for users to alter the required flow by starting or stopping workflows and deferring or canceling actions within a workflow.
There is now an extra permission option under the
Managing Leadssection of
Disabling this permission has the following behaviour:
- Removes the Workflowsbutton from the lead summary view
- Removes the Stop workflowoption from the current running workflow view
- Removes the DeferandCancelbuttons from the workflow details view.
Your users will still be able to see which workflow is running on the lead and the actions within the workflow.
We hope you find this useful. As always, if you have any questions please get in touch.
Thanks for reading.