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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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Making it so that you can allow regular users to delete people and organisations
I have had to make most of the team admin's because it is too much of a faff for them to email me to delete something. I had to look through the permissions over and over again because I was so surprised that it wasn't an option. Is this something that you can do or?
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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
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Test the new permission sets prototype! 🚀 (deadline: April 7th)
Hello everyone, We are working on a new version of permissions & visibility. This project will continue throughout the year but as a start, we would be happy to get your feedback on the first prototype to test the direction. You will be asked to complete some small tasks on the prototype, and there will be some questions.…
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New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️
You may have noticed that... * The feature Sales Documents is now called Smart Docs. What new things can I do? * Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions * Use Permission Sets to restrict regular users from adding their own templates * Use Sales Documents ‘company settings’ to…
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Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…
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New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)
Why? To provide more data security for leads, users can now define who can see each lead by using visibility groups. For whom? All users in all plans who have Leads Inbox. How does it work? What can I do? Default visibility settings for Leads will be: * Essential + Advanced: Entire Company * Professional + Enterprise:…
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Can I remove the ability to sync email from users?
Can I remove the ability to sync email from users?
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Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…
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Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
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Re: visibility for users following a deal.
Why can non-admin users who follow a deal see new note details in the Pipedrive email notification, but when they log in, those notes/details are not visible on the system? What setting can I change so they can view the detailed call notes etc when viewing the deal online?
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Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
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I need to have it set so that my teams can see the activity and insights with users of just their te
I have a franchise system with multiple locations with each location having their own team. They each have individual "groups" for visibility of deals they have teams so that sales teams can be grouped for insight and goal purposes however, for the team to see eachothers stats - they need to have the permission for "see…
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Experience with visibility groups
My company needs to create siloed groups within Pipedrive whose data/entries are protected from the rest of the company (a sensitive client). Will visibility groups be the solution we are looking for? Have folks had good experience with using visibility groups? We are debating upgrading and want to make sure visibility…
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Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
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Have a group of users who can only access one of several pipelines
Hi all I'm looking for a way to achieve the following: I want to achieve the following: I have pipelines A and B. I want some of my users to see everything for all deals in both pipelines. Then I want another group users who can only see the deals (with all their details, including notes) in pipeline B. Is that possible to…