Restrict pipeline visibility by teams

Our company has two separate products, that are treated as two separate businesses for all intents and purposes. The sales users on each product does not need to see what the other team has in their pipeline etc. We rarely have customers that crossover and use both products at the same time.

Whilst we can restrict who sees deals, it would be so much nicer if we could have the option to restrict who sees which pipeline based on the team they are added to. This way, we can keep separate pipelines for each product, and then have no concerns about sales users viewing other pipelines.

The reason for this is that we hire contractors at times, and we do not want them to have unrestricted access to every pipeline in the platform. Adding some sort of ability to only show certain pipelines to specific teams would resolve this.

Currently, the teams can see all pipelines, but some appear blank because they cannot see the deals - seems strange to stop there.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 20 #2

    Hi @Wesley Archer , thank you for your feedback and for exposing your use case so clearly!

    We get this suggestion from users every now and then and I've made sure to forward your to the team too, for consideration.

  • Wesley Archer
    Wesley Archer Posts: 2
    edited May 2020 #3

    Hi @Wesley Archer , thank you for your feedback and for exposing your use case so clearly!

    We get this suggestion from users every now and then and I've made sure to forward your to the team too, for consideration.

    Thanks @Inês Batata. I was advised to come here by Marianna on Intercom. I do have a question - if it has been suggested before, how come it is not yet a feature? I appreciate you have to prioritise, but as somebody who also works in SaaS, we tend to go with the popular suggestions when adding features to our platforms, so just makes me wonder why such an obvious feature is missing here...

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #4

    Hi @Wesley Archer , thank you for your feedback and for exposing your use case so clearly!

    We get this suggestion from users every now and then and I've made sure to forward your to the team too, for consideration.

    Hi Wesley! 

    It's been our philosophy not to build our roadmap solely based on requests or upvoting, but we do keep our ears open to user feedback and often use it as a starting point for our Research team to dig more into it and use that data for product decisions. When we tell you we've forwarded it internally for the respective team to look at it, we really have - it didn't go into a Big Black Hole of Nothingness ™️ 😉

    Like you said, we also have to make prioritization decisions and so far that change has been superseded by improvements to other parts of PIpedrive and creating new features that we think will have a greater impact.

    Stay tuned here in the Community for announcements about beta-testing new things, we know this is an excellent source of user feedback. Have a great week!

  • Neil Smith_36454
    Neil Smith_36454 Posts: 1
    edited April 20 #5

    Good Afternoon,

    We have a similar need to Wesley, are we able to lock the pipeline so only certain users can access it and not all our pipelines?

    Many thanks

  • Milan Dobrota
    Milan Dobrota Posts: 1
    edited April 2021 #6

    Hello - same here!

    Best.

  • Sebastian Herke
    Sebastian Herke Posts: 1
    edited April 2021 #7

    Hello - same here as well. 

    Best regards, 

    Sebastian

  • Daniel Jensen
    Daniel Jensen Posts: 2
    edited January 16 #8

    Hi @Wesley Archer , thank you for your feedback and for exposing your use case so clearly!

    We get this suggestion from users every now and then and I've made sure to forward your to the team too, for consideration.

    Hi,

    Is there any news on this? :-)

  • Hamza Nadeem
    Hamza Nadeem Posts: 1
    edited April 13 #9

    Hi, any updates on this. 

  • Melissa & Heather (House Acct)
    edited April 13 #10

    I am also curious to know if this has been resolved? I have the same need to restrict certain Pipelines from the team. Any updates?

  • Daniel Jensen
    Daniel Jensen Posts: 2
    edited April 13 #11

    I am also curious to know if this has been resolved? I have the same need to restrict certain Pipelines from the team. Any updates?

    I have been in touch with some Pipedrive employees recently, and it did sound like (though the response was vague) that it is actually something that they are working on. Not sure what it means, but it would be great to get some official update.