Hi , how can I set in Pipedrive 2 tires deals, meaning , I am using Channel partner that will do the

Hanan_48631
Hanan_48631 Member Posts: 1
edited July 2022 in Sales CRM #1

Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 356
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited March 2022 #2

    Hi Hanan! 

    Do I understand correctly that you would like 2 people to have access to the same Deal and see all details about this? In Pipedrive, this means that everyone that needs access has to be a user in the same Company account first. And after that with visibility settings, you can give or restrict access as needed.

    If you have any questions about a specific deal or just need some more info, you can always reach out to our Support team via in-app chat or email [email protected].