Visibility & Permissions

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…
Several contact lists + more user friendly.
I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. I'm also looking for an easier way to…
sending email in a transferred deal
Hello, I have changed the ownership of a deal to my colleague and I would like my colleague, to be able INSIDE pipedrive to reply to the last email in the deal. But my colleague does not have the option to reply? Can you tell me why? and How to make it possible? Thanks
Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
Nutzern nur an einer bestimmten Phase Sichtbarkeit zuteilen?
Guten Morgen, ist es möglich die Sichtbarkeit von Deals für bestimmte Nutzer einzuschränken? Meine Pipeline hat 7 Stationen und ich würde zum Beispiel den Sachbearbeiter der nur noch für die letzte Phase verantwortlich ist auch nur diese zeigen wollen. Geht das? Habe leider nichts gefunden und suche ggf. nach einem…
Email threads not updating real time for shared Deals
Hi, I share all Deals with a colleague as standard but they do not always see the updated mail threads straight away. Is this a known issue or something wrong with our setup? Kind Regards Tim
Email visibility of the team workers on deals
Hi everybody ! Hope your sales are rocking ! Would need a little help from you, I can't figure out why I don't see the history of sent emails when I open a deal attributed to one of my sales rep.. The visibility is for all the company, I see the activities but not the mails. Thanks for your help !
Lead Credits
Hi together, I am very new to Pipedrive. Could anybody tell me why in my prospector I can't see the amount of lead credits which are left. My other colleagues can see them. Thanks in advance. Best Marco
Switching Visibility Groups
I am an admin of our account, but having a weird issue where when I try and switch users from the default visibility group to a custom group, it shows them switched, but then will not retain the settings. I see no 'save' button. Am I missing something?
Setting Email Default to "Shared"
My emails default to "private". I am able to change them to shared, but it's tedious. Is there a way to change this default to "shared"?
Non Admin visibility issues
Hi guys, I am on the trial professional plan, and I am trying to figure out the visibility settings. I have watch the videos on how to set things up. It sounds straightforward but I am not getting the desired result. I created a group for callers or sales rep with the below settings but when I open the caller account from…
Access to Insight PRO for only one user of the account
I would like to hear from the community Access to Insight PRO for only one user of the account, since only one is a manager and for this reason he needs personalized fields to perform data crossings in an integrated way with Pipedrive. This well-used functionality generates growth in companies and in this way increases…
Deal ownership changeable to normal users
Change owner of a deal should be possible to be allowed to selected users and not only the admin
Restrict external user access to a pipeline
Just getting set up for the first time. We have a business partner that wants access to their pipeline. We have 3 x pipelines and only want to give them access to one. How do I do this - under Teams? We are on the lowest plan so assume we have to upgrade. Do external users also have to pay the upgraded sub price? PS - I…
Linked Emails
Would like to know the level of Privacy for Emails linked to a deal. So if we keep the emails that already linked to a deal as "Private" if we go to the deal, the owner of that specific deal can't see the emails unless he tags it as "shared". Now, what is the level of Privacy when the linked emails is shared? will the…
Restrict what user can see / access
We're hiring some outside contractors to do pre-qualification and qualification of leads, and would like them to be able to a) update their activities in Pipedrive but b) only be able to see and update accounts assigned to them. Is this possible?
How can I share with an external persoon a Pipedrive Deals page without giving access to all the res
Thank you for your comments and help KR Vincent Cuypers CEO WinPeo
Permissions and Visibility
feedIs there a way to separate admin rights related to Billing - sort of Super Admin?, and all other Admin related permissions such as: * Customization of pipelines if any changes required * Adding/deleting or changing of pipeline stages based on best work practice. * Adding and deleting of lost reasons based on live…
Improving visibility settings
As a sales company an important aspect is getting our sales consultants to call 'won' pipedrive contacts to try and drum up new business. A great way to do this would be to be able to make all contacts in pipedrive who do not have a 'won' deal invisible to the sales consultants. This way the sales consultants only have…
Leads: Permissions on contact/organization creation.
I've posted a few suggested improvements for the Leads inbox - here's another one. If the suggested flow for the leads inbox is to use this as a "unqualified/suspects" box (which I agree with), I think you may want to consider adding a "permission" that allows admins to indicate which user set can create contacts and…
Access for external sales people / restricted or custom permissions
Hi there, Is there a way to limit what deals certain users or user groups see and is able to modify with the Essential or Advanced plan? For example, when dealing with external, project-based sales people it would be great if they could use our Pipedrive to record all information on their prospective customer cases, but at…
Options for security
Hi all ! I have some questions for the community about security. Are there options to prevent sabotage, from an unhappy employee, for example? Is there any way to prevent massive data deletetion? Ho do I implement permission? For example: the manager may create and modify client profiles, but the employee may only read…
Account Transfer - Visibility Issues
Guys, Maybe I am missing something so hopefully someone will be able to help. * I am changing organization ownership from REP 1 to REP 2. * I have changed person ownership for this organization from REP 1 to REP 2 * I have changed deal ownership for this organization from REP 1 to REP 2 SETUP Both REP 1 and REP 2 are set…
Deal visibility question
My client is a real estate firm. The deal title is always the address. We want to make sure that only the owner and followers of the deal can see/edit all information but the rest of the users can only see the deal title so they know not to go after that address. Doable? Any workarounds?

Visibility & Permissions

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