How to set up Independent Sales Reps or other Channel partners in pipedrive, for collaborative input

Options
David Spear
David Spear Member Posts: 16
First Comment
edited July 2022 in Sales CRM #1

I am trying to see how we can set up independent sales reps and channel partners, so they can add their own deals into our pipedrive, without having access to our entire contact database, and feel comfortable that I would not have access into their own email system, beyond emails associated with the deals.  

How can I set this up with the right security and access?

 

Thanks, Dave

Tagged:

Comments

  • IntegralSales
    IntegralSales Member Posts: 1
    First Comment
    #2
    Options

    Hi David,

    Were you able to accomplish this? Please share if so!

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary
    #3
    Options

    @IntegralSales you should be able to accomplish this through the combination of Permission Sets and Visibility Groups. Essentially, you control what the independent sales reps and channel partners can do in Pipedrive through their Permission Sets and then the Visibility Groups allows you to control what info they can see (e.g. only deals they own / only people they own).

    If you need any additional support, feel free to get in touch.

    Best.

    Liz

Categories