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Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
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Missing field in the deal "Deal probability"
Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
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Permissions to Marketplace
I'm with a mature startup and by policy we comply with regulations regarding company that are publicly traded. So we carefully control the installation of software on our users computers. And that would include software installed via PipeDrive marketplace. So my request is that we can turn off the MarketPlace option…
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New feature: Read-only fields 🔎
What: You can now make custom field data visible to users without them being able to edit it For whom: Companies on Professional or higher plans When: Rolling out gradually to all regions between August and September 2023 You can learn all about it in our Knowledge Base article here.
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
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We need the Messaging page menu permissions to become configurable
Hi, I'd like to submit a business requirement to you, can you add a permission configuration switch to the 'Unassigned' and 'Assigned to other users' message lists, so that when they are turned off, they are visible to everyone. When turned off, only users with Pipedrive administrator role can see these two message lists.…
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Sort projects in pipeline view
Please add the sorting feature that is available for deals/leads in the pipeline view to projects too. Right now it seems that projects are added to pipeline phases in order of the creation date -- I cannot find any other way to view projects in one phase.
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Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
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New types of permissions to help you further restrict user editing/adding capabilities
We will soon start introducing new types of permissions into permission sets that aim to provide the possibility to restrict users from either creating or editing other users’ items: Permissions for adding items: “Add deals”, “Add leads”, “Add organizations” and “Add people” These permissions, when disabled, will restrict…
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New: Power Up ⚡️ Our new plan for large sales teams
We’ve launched a brand new Pipedrive plan: Power. This is the new second-highest pricing tier available, sitting between Professional, which has been upgraded, and Enterprise. This plan offers scalable control of account permissions and visibilities, project management capabilities as well as increased feature usage limits…
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Email tracking/opens visibility for all users
Currently, only the user can see the tracking for their email sendings. But if we work as a team, and the contacts, emails & deals are shared in the whole company, we like to see the tracking/opens for all the communications done by other users. It would be of a great help if we can do this.
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Billing responsibilities without consuming a license
Is there a way to allow someone in our accounting group to take care of the billing activities without consuming a license? They do no take part in the other CRM activities - they only set up payment and make sure everything is okay on the billing front.
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New permissions soon added: restrict who in your account can transfer item ownership!
Hi Community! There has been a recurring feedback that when a user has access to another user items, he should not be able to transfer that item ownership to himself (or any other user for that matter). In order to restrict this action, we have introduced new permissions, which will be released for all accounts by mid…
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Permission set so a non-admin cannot change the owner of a contact or deal.
Simply put the function would be for when companies want to limit standard users ability to change the owner of deals and contacts. This would allow only admins to be able to change the owner of deals and contacts.
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View/change owner of workflow automation
It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users.
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Pipeline Permissions by User
Maybe I'm missing this, but is there a way to control access to specific pipelines? I want some users to have access to Deal Pipeline 1, but not Deal Pipeline 2. Is this possible, or are permissions and visibility only decided by Deal ownership?
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Technical question: "Product pricing to be fixed even when adding to a deal"
One of my clients wants "Regular user" NOT to change the Product pricing in any condition. Meaning: When they add the Product to a deal, they shouldn't be able to CHANGE the pricing info there. Only quantity. I think it's NOT possible. But wanted to check-in. Any feedback please? Emre
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Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
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Pipeline Visibility feature - soon available (in Q1 2023)!
Hi community members! I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :) What to expect? Introduction of pipeline access…
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Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
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Is our current permissions and visibility setting not suiting your needs 100% at the moment?
Good news, we are planning to improve the permission & visibility but we need help from you. 🚀 We have some ideas on how the solution would be and we would like to map this with your current implementation to make sure we are covering all of your needs. What do we need? We need to identify your most complicated visibility…
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Pipeline Visibility - Looking to schedule a short interview (maximum of 20 minutes) for research
UPDATE: this research is now closed, thank you everyone! 👋 Community Members! Looking to speak with customers who are interested in setting up pipeline visibility in order to understand the use case in more details. If you would have the time to jump on a quick call in the upcoming weeks (for a maximum of 15-20 minutes), I…
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Controlling Stage gates for review and approval
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
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Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
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A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
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Visibility permissions for team managers role / Permisos de visibilidad entre managers de equipo
I'm managing different teams in Pipedrive and am running into a problem. When configuring the data visibility permissions between the different user levels, I verify that the team managers can see the data of all the users. There is no option in Permission Sets like "View stats of other TEAMS" as there are for: · See…
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Customize fields visibility
Hi world I understand it is not possible to customize fields or even user's roles for each view (contacts or organization) so some users (or group of users) can see some fields and other users not, we have separate markets and type of business and we don't want to see some data and fields from other areas. So any suggest…
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Does anyone know/can you - put certain permissions on a stage so only certain users can move deals i
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CUSTOM FIELD PERMISSIONS
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…
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Prototype testing: add-on permission in permission set 🔍
Hello everyone, 👋 In order to deliver more value when it comes to project management, we are working on add-on permissions.🚀 We need volunteers to help us test the flows and prototype. If you are an admin and you have been using project management and want your voice to be heard then please book a time here. Thanks in…