Pipeline Visibility feature - soon available (in Q1 2023)!
Hi community members!
I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :)
What to expect?
Introduction of pipeline access restriction in visibility group page. Restricting visibility group access to pipeline(s) and with that restricting access to the deals within those pipeline(s).
What are the most important changes?
- New and improved look and feel for the visibility groups page;
- Added 1 additional visibility group to the Professional plan. From now on, Professional plan has 1 default group and 3 fully customisable groups;
- Introduced pipeline visibility functionality inside visibility groups, which allows to restrict group access to pipelines, keeping in mind deals admin permission set users have always access to all pipelines and deals/leads;
A bit more information about pipeline visibility and visibility groups can be found in the Knowledge Base :)