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User Management
User Management
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Planned: sharing Insights internally

For whom?

All plans.

How will it work?

  • All roles (admin+regular user) will be able to share their dashboards with other users.
  • Users will be able to share a dashboard with:
    • All other users
    • One or multiple users
    • One or multiple teams
  • Users will only be able to access the data that is allowed for their role and permissions.
  • When sharing a dashboard, all reports within it will be accessible to the shared audience.
  • If the dashboard owner deletes the dashboard or revokes access to it, then shared content is not visible to the shared audience anymore.
  • Users... (More)

Hi @Barbara Mounier18 sorry to hear that. Is it already resolved? Please reach out to our support team via the in-app chat or support@pipedrive.com21 if not so they can help you out to resolve this.

Planned: visibility groups for Leads in all plans 👁️

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 company account, regardless of their role or visibility group, which we are aware is not ideal. The upcoming feature will give you more control over who can see which Leads and therefore, act on them and edit them.

🧠 Learn all about Visibility Groups with this Pipedrive Academy video.

🔔 Follow What's Planned? to get notified about what we're... (More)

JessPipedrive Employee
Product Manager at Pipedrive

Beta testers needed for Sales Documents sharing and storing improvements

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 🙂

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Hi everyone,

We've been making some big improvements to the Sales Documents feature, making it easier for you to share your templates with others in your team, and giving you the option to select a central shared storage location where all your documents and templates are stored.

Right not we're looking for keen beta testers to try out the feature and... (More)