Visibility settings for Activities - asking for a feature

Metta Solutions

Is it possible to get separate visibility settings for activities? I have a team managing the CRM function that does not need to see sales and activities. I've been able to restrict access to everything that is not an activity connected to a contact. If activities are connected to deals or leads, they won't see them, but I'd like this team not to have access to activities that they do not own. That seems like a visibility setting. This is a feature request, 😀politely offered.

Thanks.

Sharon Hull

Amit Sarda (AmitSarda.xyz)

Hi Sharon,

Activities should always be connected to a deal, contact, and/or org.

If they are not, they are most probably created because of a 2-way synchronization between your calendar and Pipedrive.