Idea for Future Development : Special Pipedrive access for partners or people external to the team
Hi,
That would be great if there was an option in Pipedrive to give an access to external partners so they can view and/or edit leads and deals that we send them.
For example, we are working with a company who is not part of our team and we would like to transfer some leads to them. It would be great if they could have some kind of restricted "external access" to our Pipedrive so they can only access they own deals, contacts, leads that we transferred to them, without us having to add a new paid user for each partner (since they don't need to have all functionalities like calendar, stats, mailbox, products....)
It doesn't have to be a free solution, it could be a Pipedrive extension.
Comments
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I would suggest considering building a data pipeline using Coupler.
You can then visualize the data from Google Sheets using a nocode platform like Glide Apps or Retool.
You can read more about building a data pipeline for Pipedrive in this article.
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