Visibility for specific fields especially turn over
I just heard this requirement (not for the first time): It would be useful to restrict the visibility internally not only on contact/organisation/deal level but also on specific fields. And in particular, not everbody in the company should be informed about the turn over of a customer. The deal history etc. could be important but the turn over should be classified for specific teams/users.
Comments
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Yes, this would be a very good idea.
If i do have any posibilty to restrict for example the turnover, i would be interested to buy more licences ;-)
In our company are still employees who are not in pipedrive because i don`t want everyone to see this information …
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Thomas Rybnicek said:
Yes, this would be a very good idea.
If i do have any posibilty to restrict for example the turnover, i would be interested to buy more licences ;-)
In our company are still employees who are not in pipedrive because i don`t want everyone to see this information …
You can potentially make all deals private so that the reps can't see each others deals.
Anybody who needs to see everything would be set as an admin.
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Thomas Rybnicek said:
Yes, this would be a very good idea.
If i do have any posibilty to restrict for example the turnover, i would be interested to buy more licences ;-)
In our company are still employees who are not in pipedrive because i don`t want everyone to see this information …
In Thomas' company, they sales reps must see the turn over. He is talking about other departments. And in the deals there are other fields which has to be visible for them. So this doesn't work for them I am afraid. Even an upgrade to Professional would not do the trick :-(
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