Pipeline visibiity
Dr. Maria Church
Member Posts: 1 VERIFIED MEMBER
How can I limit visibility to only one Pipeline for a sales person? Right now it seems that all of my pipelines are visible to everyone or if I change it to just me, all pipelines are changed. I am not able to figure out how to have different visibility rules to different pipelines.
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Pipelines are global as far as I can tell. Visibility can be changed for orgs, people, products, and deals.
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Brad Krause said:
Pipelines are global as far as I can tell. Visibility can be changed for orgs, people, products, and deals.
Yep correct. @Dr. Maria Church you can't hide Pipelines, but you can hide deals in them so that others will just see empty pipelines. Check out this video to learn more about the visibility settings in Pipedrive.
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