User specific Pipeline Visibity

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Pramod Kannan

• October 23, 2019 17:24

I want to restrict the user to view only certain pipelines and not have accessibility to view everything across sales mate. Currently, this is not possible. 

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  Dave Giltner

  • February 05, 2020 09:55

  Indeed. Multiple reasons why this is an important feature. 

  (1) Information security. Not every user needs the ability to see what every other user is working on or what is in their pipeline. 

  (2) Some teams are working on certain projects while others are on their own projects. Having these separated for reporting and tracking purposes would be much easier and far more efficient.  

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