Transition Rules¶
Control which stage transitions are allowed in your sales pipeline and set conditions for moving leads between stages.
Note
Transition Rules must be enabled in Settings > CRM > Pipeline Settings under Advanced Features before they can be configured.
Accessing Transition Rules¶
Go to Settings > CRM > Transition Rules
The page shows a matrix of all pipeline stages. Each cell represents a possible transition from one stage to another.
Rule Types¶
Allow List¶
Only the specified stage transitions are permitted. All other transitions are blocked.
- Click a cell in the matrix (from stage → to stage)
- Select Allow List
- Choose which stages the lead can move to from the selected stage
- Click Save
Block List¶
Block specific transitions while allowing all others.
- Click a cell in the matrix
- Select Block List
- Choose which stages should be blocked from the selected stage
- Click Save
Require Approval¶
Certain transitions require manager approval before the lead can move forward.
- Click a cell in the matrix
- Select Require Approval
- Choose which transitions need approval
- Select the approver role (e.g., Sales Manager)
- Click Save
When a salesperson tries to move a lead to a stage that requires approval:
- The transition is blocked with a message
- An approval request is created and sent to the configured approver
- The approver can approve or reject from the CRM > Approvals page
- Once approved, the lead automatically moves to the requested stage
How It Works on the Pipeline Board¶
When a user drags a lead to a new stage:
- Allowed — the lead moves immediately
- Blocked — a message appears explaining the transition is not allowed
- Requires approval — a dialog appears notifying the user that approval is needed, and the request is submitted
- Required fields missing — a dialog shows which fields must be filled before the transition is allowed
Quick Access¶
You can also access transition rules from the pipeline board page via the settings link, or from CRM > Leads > Pipeline settings icon.