Deal visibility question

flow.digital
flow.digital Member Posts: 12
First Anniversary Photogenic
edited July 2022 in Sales CRM #1

My client is a real estate firm. The deal title is always the address. We want to make sure that only the owner and followers of the deal can see/edit all information but the rest of the users can only see the deal title so they know not to go after that address. 

Doable? Any workarounds?

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Answers

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited April 2022 #2

    @Nathan Weill how secret is all the information on the deal. Is it really about not seeing the data or more about restricting access to it? Also, is it needed for others to just see the title of the deal or also for example where it is in the pipeline and other generic info?

  • flow.digital
    flow.digital Member Posts: 12
    First Anniversary Photogenic
    edited February 2022 #3

    Thanks @Mike van der Valk. The point is to be able to search an address in Pipedrive and find out in one way or another if there is an open deal for that address—without seeing the rest of the deal info.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited March 2020 #4
    Nathan Weill said:

    Thanks @Mike van der Valk. The point is to be able to search an address in Pipedrive and find out in one way or another if there is an open deal for that address—without seeing the rest of the deal info.

    Could it work for you if you just restrict access to ALL deals to "owners & followers" visibility setting and then just make sure that the contact (person or organisation) linked to the deal is publicly visible and also includes that same address in their details (orgs already have a default address field, for persons you can create a custom one). So if someone types in an address in the search bar, a contact person or org shows up. On the detail pages of those contacts you can still see if there's at least 1 open deal, or more like in this screenshot.

  • flow.digital
    flow.digital Member Posts: 12
    First Anniversary Photogenic
    edited March 2020 #5
    Nathan Weill said:

    Thanks @Mike van der Valk. The point is to be able to search an address in Pipedrive and find out in one way or another if there is an open deal for that address—without seeing the rest of the deal info.

    Yes, that could work! Thank you Mike!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited May 2021 #6
    Nathan Weill said:

    Thanks @Mike van der Valk. The point is to be able to search an address in Pipedrive and find out in one way or another if there is an open deal for that address—without seeing the rest of the deal info.

    Glad I could help!

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