Visibility groups

Rob at USP
Rob at USP Member Posts: 3
First Comment
edited July 2023 in Sales CRM #1

I want the default for "visibility groups" to be the company not the "owners visibility group" unless specifically selected. Can I do that somehow? This seems to be something to cause confusion.

Thanks.

Rob

Best Answer

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary Elite + Premier Solution Provider First Comment 5 Likes
    #2 Answer ✓

    Hi Rob,

    All depends of your Pipedrive plan.

    With a pro plan you can set up different visibility group.

    With a advanced plan you only have one visibility group. But you can subscribe the users between them with the fonctionality "follow"