Restrict Pipelines that users can see
in progress
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🤵♂️Eric Howell
Our company has 3 divisions.
It would be a great help for user overload if you can restrict Which pipelines users can see.
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P
Pallavi Kothari
Merged in a post:
Restrict User Access to Pipelines
K
Kenny Yeglinski
Needs to be a way to turn off the ability to have a user see all pipelines. There should be an option for them to only see theirs. Not all companies share data and it can be confusing for users if they can see and even select other peoples pipelines
P
Pallavi Kothari
Merged in a post:
Ability to restrict specific pipeline viewers to certain users
J
Jacques Jeunot
my client would only have the ability to view one of the pipelines that where created but the agency has the ability to view them all.
P
Pallavi Kothari
in progress
N
Nathanael Fourie
Thanks, Pallavi Kothari ! Do you know when this will be going live?
D
Davit Kikvadze
Any update?
J
John Flaniken
This is super helpful for teams using separate pipelines.
Also, please make editable fields and quick actions on opportunity cards save at the pipeline level — not per user/browser.
Each department needs different default data, and right now, I’m constantly reconfiguring these settings every time they reset to the GHL default.
D
Dexter Blanco
Yea 3 of my orgs divisions work in our CRM and we need the same thing. Sales people should not be able to see my HR pipeline and the opportunities in it. Seem like a straight forward thing to assign users in your account to specific pipeline but I know its not a feature ATM.
D
Dexter Blanco
Ohhh wow there are 450 people who want this I knew I wasn't the only one.
R
Raidel Rosabal
yes! Extremely important
J
John Flaniken
Tired of Having to Constantly Readjust Your Opportunity Card Settings?
A
Andrew Ferreria
Same here! would be helpfull!
M
Mentalizando lda
it would really be a great help and very useful if it were possible to restrict access
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