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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…
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Reconfiguring Live PD - Best Practice - sandbox? test environment?
About to embark on serious reconfiguration of an existing PD instance - permissions / team members / auto workflows etc. I've typically done this on the live site, but I'm concerned with this project the changes will interfere with the client's ongoing business. Any suggestions?
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Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
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Restrict who can reopen closed deals
Hi! How can I restrict user groups so they can't reopen previously closed deals? Having this feature automatically enabled is giving me a hard time as users reopen and close deals, the won time changes and the won revenue suddenly disappears in the financial quarter I used to report it in. I know I can change the won time…
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Send automation-triggered emails from user that triggered it
It would be far more useful if emails triggered by a shared automation set the sender information to that of the user that triggered that action. For example, I authored a workflow automation to send emails every time an activity was added to a lead, but when any other user added an activity to a lead, the emails always…
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New: updated Permission Sets page 🚦
What? The Permissions interface has received a number of improvements to make user management easier: * Click a permission set to find a preview sidebar panel, with the detailed permissions * Add users to a permission set directly from the sidebar * Customize individual settings inside the Regular or Manager permission…
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With Visibility restricted, users duplicating / creating deals for Prospects that already exist.
If Deal visibility is restricted, there's no way to avoid salespeople going after the same prospects. Either there should be some kind of visibility to search whether something exists without seeing more details, Or... ?
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New: Insights internal sharing for all plans! 📈 🤝
Internal sharing is available to all users in all plans. For whom? All users, in all plans. How does it work? You create a dashboard in Insights, share it with Alex, now Alex sees the same dashboard in their Insights view. * All roles can share; * While sharing a dashboard, all reports within it are shared too; * Other…
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⚙️ 🔐 New: Campaigns multiple user access and permissions
What? All users now have access to the Campaigns add-on, on accounts for which Campaigns Beta has been enabled. How does it work? A new permission set has been added to the list of user permissions. Access for regular users, managers, and other roles can be controlled by any Admin user by going to Company settings >…
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manage users / admin vs regular user
Need advice regarding how to manage users - admin vs regular users facing the challenge that the regular user can't see the notes that are in the deals, if I change to admin, they can see it but we can't have everyone as admins. please help? thanks in advance
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Ability to share a private filter with a single user in your company account
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
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managing multiple Pipelines
How can I restrict a regular user to only one Pipeline vs seeing all Pipelines we have created?
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We’ve changed how to manage your users
We’ve made it easier for Admin users to manage users on their account. Learn more about the minor changes here.
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Typo Found: Korean translation for ‘Visibility Groups’
Greetings, I'd like to report a translation mistake for 'visibility groups' at https://app.pipedrive.com/settings/permissions. * In Korean, the correct translation is '공개 범위 그룹' as in the box 1. * But the link in the box 2 contains a text '공개 범위 그', which doesn't include the last letter '룹'. Hope it helps.
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파이프드라이브 가이드: 다른 사용자가 만든 인사이트 리포트를 열 수 없어요.
질문: 인사이트 리포트를 열었는데 다음과 같이 에러가 발생합니다. 내용을 보려면 어떻게 해야 하나요? 답변: 관리자가 일반 사용자에게 충분한 권한을 주지 않았기 때문입니다. 인사이트 리포트가 다른 사용자의 정보를 포함한다면, 일반 사용자는 다음 세가지 권한을 받아야 리포트를 볼 수 있습니다. * 회사 통계 보기 * 다른 사용자의 통계 보기 * 다른 사용자 보기 관리자는 다음과 같이 일반 사용자에게 권한을 줄 수 있습니다. 참고 * Insights: Report types from Pipedrive Help Center
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Ability to just add individual calling licenses
It would be great if you can just add on individual calling licenses for cold callers within an organization. many people here do not need that feature and would be a waste of money on them