sync info between user
Hi we have a problem that on one of our deals only the original criator can see all details but the rest of the users ccant see it any ideas?
Boris Tsibelman Posts: 998edited June 2021 #2
Aaron Douglass Bailey Posts: 50edited June 2021 #3
I would suggest it could be the visibility of the deal itself, which is set here:
When creating a deal, make sure this is set to the correct value:
Depending on which tier of Pipedrive you are on you will have different options here but the same thing can be achieved - just the owner, or other users on the account.