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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…
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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…
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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?
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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
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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…
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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…
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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…
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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…
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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…
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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…
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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?