Suggestion on "Leads": Limit the "everyone" view to just the people in your office, or have it only

Nathan Valentine
Nathan Valentine Member Posts: 1
edited July 2023 in Sales CRM #1
Suggestion on "Leads": Limit the "everyone" view to just the people in your office, or have it only available to managers. Right now I can see everyone's leads company wide which could lead to problems down the road.
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Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    edited April 2020 #2
    Thanks for sharing! Curious to see the votes here. I'm telling our team to follow this here :) You can still switch to your personal view though and we will add filter functionality here like in the rest of Pipedrive in the near future.
  • Keoki Wallace
    Keoki Wallace Member Posts: 1
    edited March 2021 #3
    This would be so helpful. Its the number one reason we may not keep pipedrive past our test drive. We can't have every user see every lead. I'm surprised this is not an issue for most companies.
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited March 2021 #4
    @Keoki Wallace thanks for contributing here I'm going to nudge our visibility and permissions team about this :)