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Wesley Archer
Strategic Operations Manager

Restrict pipeline visibility by teams

Our company has two separate products, that are treated as two separate businesses for all intents and purposes. The sales users on each product does not need to see what the other team has in their pipeline etc. We rarely have customers that crossover and use both products at the same time.

Whilst we can restrict who sees deals, it would be so much nicer if we could have the option to restrict who sees which pipeline based on the team they are added to. This way, we can keep separate pipelines for each product, and then have no concerns... (More)

Good morning everyone, Actually, today we have only 3 choices of users, but it's not really adapted with differents teams. How can we create a new user ?

Notification emails to external people

Hey,

Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won!

I can only see how to send it to people who have pipedrive login accounts - am I missing something?