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Opportunities and Pipelines

Pipeline Permissions

What’s New?
  • Admins can now assign pipelines to specific users or roles with three access levels:
  1. View Only
    – Default access - Update opportunities inside the pipeline but can’t edit or reorder stages.
  2. Edit
    – Full control to edit/delete pipelines and stages.
  3. No Access
    – Pipeline is hidden across web, mobile, and API.
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  • Admins always retain full edit/delete access to all pipelines.
  • Safeguards prevent revoking access from opportunity owners.
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  • Audit logs record all permission changes for accountability.
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  • Mobile app updates reflect permissions instantly.
  • Linked elements (dashboards, reports, forms, workflows) automatically respect visibility settings.
How to Use
  • Navigate to Settings → Pipelines.
  • Select a pipeline → assign permissions by user or role.
  • Choose View, Edit, or No Access.
  • Use Bulk Reassignment when revoking access for opportunity owners.
Why This Matters
  • Enhances data security and reduces accidental edits.
  • Provides role-specific clarity, so teams see only what’s relevant.
  • Supports scalability in multi-team environments.