Planned: visibility groups for Leads in all plans 👁️

Inês Batata
Inês Batata Posts: 2,091
5 Likes First Anniversary First Answer Name Dropper
PIPEDRIVE TEAM
edited August 2022 in What's New #1
image
Visibility groups in Essential and Advanced
image
Visibility groups in Professional and Enterprise

In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have.

Currently Leads are visible to all users in your company account, regardless of their role or visibility group, which we are aware is not ideal. The upcoming feature will give you more control over who can see which Leads and therefore, act on them and edit them

🧠 Learn all about Visibility Groups with this Pipedrive Academy video.

🔔 Follow What's Planned? to get notified about what we're working on currently and what’s to come.

 

Please note: Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

detail_view_o_f.png
Ema-Hbk9Eqvwxe8hkrp1kOLVHFMC9CLNlxjHhumPhUzH0k9UKXazZCzlPlmKT438xBxEpOOcKXWZZnoI0fAwinTcR8nG9jB1sFXiGvoBRgpviSTbXCZn40CiFMLKdvrAh297CPUK80M

Comments

  • Jan Nierfeld
    Jan Nierfeld Member Posts: 6
    First Comment
    edited February 2022 #2

    Hi Inês, 
    are you planning to develop more detailed visibility settings for deals/leads, too?
    For example, a company hires an hotline provider and do not want them to see the deal value or products etc.
    This would be great! For instance the possibilities with jira are great to onboard external service providers.
    Cheers,
    Jan

  • Inês Batata
    Inês Batata Posts: 2,091
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited February 2021 #3

    Hi Inês, 
    are you planning to develop more detailed visibility settings for deals/leads, too?
    For example, a company hires an hotline provider and do not want them to see the deal value or products etc.
    This would be great! For instance the possibilities with jira are great to onboard external service providers.
    Cheers,
    Jan

    Hi @Jan Nierfeld !

    Leads will definitely have their own visibility settings and there might be more surprises happening this year... follow What's Planned to know what we're currently working on and what’s to come.🔮