New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)

Inês Batata
Inês Batata Posts: 2,077 PIPEDRIVE TEAM
5 Likes First Anniversary First Answer Name Dropper
edited July 2022 in What's New #1
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Why?

To provide more data security for leads, users can now define who can see each lead by using visibility groups.
 

For whom?

All users in all plans who have Leads Inbox.
 

How does it work? What can I do?

Default visibility settings for Leads will be:

  • Essential + Advanced: Entire Company
  • Professional + Enterprise: Owner’s visibility groups

Users are able to change visibility settings for leads by default, individually and in bulk from:

  • Company Settings
  • Leads Inbox
  • Chatbot
  • Web Forms
     

Where can I learn more? Visibility Groups for Leads (BETA)

 

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Comments

  • Silvio Eberardo
    Silvio Eberardo Member Posts: 2
    edited March 2021 #2

    Oi Ines, 

    Does that means that the leads visibilty can be set? I am looking forward for something where the Lead its only visible for its owner, not the entire company. Thanks, Silvio

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