Sam Vickers
Sam Vickers Posts: 2
edited July 2022 in Sales CRM #1

Hi there,  Is there a way to customize permission set for a specific custom field?  

For instance, so as to use the deal screen as a process tool having a field where an administrator can acknowledge receipt from a sales rep of certain paperwork, or for instance 'payment received

I need to be able to have my administrators verify steps of a deal are complete and limit the sales rep from this. 

Am I looking straight past this feature?

Thankyou everyone




  • Kreete K
    Kreete K Moderator Posts: 290
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited March 2022 #2

    Hi Sam! 

    Currently, Pipedrive does not have visibility permission for Custom fields. Every custom field is visible for all users and the data in it if they have visibility over the item. However, this surely is good feedback for us for the future.