managing multiple Pipelines

Brian Estes
Brian Estes Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

How can I restrict a regular user to only one Pipeline vs seeing all Pipelines we have created?

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited November 2020 #2

    Hi @Brian Estes unfortunately it's not possible to hide pipelines but you can hide deals and contacts in it with setting the right permissions for your regular users: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups

    This way they will just see empty pipelines when they switch views.

  • Marketing Marketing_41042
    Marketing Marketing_41042 Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #3

    @Mike van der Valk I've asked for this feature months ago, this would really help us and I think a lot of businesses which manage their business by giving each employee their own pipeline. I would love to see this get implemented ASAP, thanks.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited May 2021 #4
    Marketing Marketing said:

    @Mike van der Valk I've asked for this feature months ago, this would really help us and I think a lot of businesses which manage their business by giving each employee their own pipeline. I would love to see this get implemented ASAP, thanks.

    Hi there!

    I will do my best to highlight this to our product teams but I can't make any promises unfortunately.

This discussion has been closed.

Categories