Hiding Financial Details

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!

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  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited February 25 #2

    Hi @Usman 

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

  • Anthony Requia
    Anthony Requia Posts: 1
    edited August 2021 #3

    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
    Aidan Posts: 1
    First Comment

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

    This would be a great enhancement

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