Hiding Deal value

Usman_26929

Hi everyone,

I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or a setting I can change for this? Any help would be appreciated. Thanks in advance!

Mike van der Valk

Hi @Usman 

Unfortunately this isn't possible at the moment. I'll pass on your suggestion to our team.

Anthony Requia

Mike van der Valk said:

Hi @Usman 

Unfortunately this isn't possible at the moment. I'll pass on your suggestion to our team.

I would think this is a pretty common request for upper management and seems like an easy add to just hide certain financial fields from the sales agents. I'm sure not everyone wants the total commission to a company visible to all team members?

 

Aidan

I have a very similar issue where I would like to hide commission amounts from my team.

This would be a great enhancement

Amit Sarda (AmitSarda.xyz)

You can use Retool to create a constrained view of Pipedrive using APIs.

EA3

Hi there, is there a way to hide financial information (Deal values) from company users who use Projects? In a perfect system, I would ideally like to separate "Deals" from "Projects" entirely for my employees, since they only need to be managing projects, and not working with the financial aspects of Deals.

Or at the very least, being able to hide the "Value" field for employees accessing Deals.

Any help??

LCL

Since the last post is from 2022 - is there currently any way to hide financial deal information to specific Pipedrive user groups?

Mark Landon

Is there any update on this topic ? I have exactly the same question. I want to restrict commercial information to some users yet still have the visibility for seniors to see the value of the pipeline.