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!
Comments
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Hi @Usman
Unfortunately this isn't possible at the moment. I'll pass on your suggestion to our team.
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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?
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You can use Retool to create a constrained view of Pipedrive using APIs.
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