Restrict Pipelines that users can see | Opportunities & Pipelines

Restrict Pipelines that users can see

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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.

September 20, 2023

Tushar Mital

Any progress on this?

Addison Hildebrandt

We would LOVE this!!!! We don't want our users to see pipelines that aren't assigned to them. It's confusing.

Oren Powell

This would be perfect for business hierarchy and departments. You can also do it similar to a smart list, as well.

Rob B

This is essential. We have a hiring pipeline, which obviously our new hires don't need to see their own contact cards/notes, or any other potential hires.

Jason Martin

An absolute must. Many users with too much visabily is not soo good.

Hideaki Kuo

This will be helpful to my staff that is assigned with certain pipeline and clients. Please make this feature available.

Pallavi Kothari

Merged in a post:

New user permission: "View Only" for Opportunity pipelines

Ralp Dexter Bongato

It would be great to have the option to make an opportunity pipeline visible to a user but won't be allowed to update/move the opportunity into other stages.

February 28, 2024

Dj Belieny

Absolutely a must have, we run multiple pipelines but not everyone in the company needs to see them.

Anthony SIFTR Admin

Yes, definitly would like this. We have 25 pipelines and it can be confusing for users with so many choices.

Tom Street

This would be ideal for our company also. Please add. Thanks.

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