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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 achieve somehow?

I can achieve something halfway userful with visibility groups. However, with two drawbacks:

a) The users with access to pipeline B can see the deals and their details but not the corresponding contacts involved. I... (More)

Was ist ein Reifenkicker? Wie man sie erkennen und meiden kann 🥾

Reifenkicker, auch als Zeitverschwender oder Zeitdiebe bekannt, passen nicht nur schlecht zu Ihrem Produkt oder Ihrer Dienstleistung, sondern sind auch die ultimativen zeitraubenden Verkaufs-Leads. Es ist wichtig, Reifenkicker zu meiden, aber nicht immer einfach, sie als solche aufzudecken.

Wir entschlüsseln die Bedeutung des "Reifenkickers", zeigen, wie unqualifizierte Interessenten aussehen und wie sie sich von potenziellen Kunden unterscheiden.

Zudem geben wir Ihnen einige praktische Tipps, wie Sie diese Zeitverschwender besser ausfindig machen, wie Sie sie von Ihrer Pipeline fernhalten und sogar erkennen können, wann Reifenkicker das Potenzial haben, in zahlende Kunden umgewandelt zu werden.

Haben Sie auch... (More)

See average time per stage

Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages.
I saw that this data is saved in the api, but I am not finding any way to achieve this.
 

Alarms to go off when a deal doesn't move

Hi is there any way of setting a notification to the deal owner if a deal doesn't move for say 15/30/60 days? I know the colour changes on the deal sheet but anything more proactive?

Also is there a way to report this data in terms of how many deals have / haven't moved?

thanks