new

Opportunities and Pipelines

Control Who Can Create Pipelines

Admins can now control access to the Create Pipeline action through a dedicated permission setting.
What's New
A new permission has been added for the Create Pipeline action.
Admins can grant or restrict the ability to create pipelines on a per-role basis.
Users without this permission are unable to Create, Clone, or Duplicate pipelines.
Who's Affected
Agency Admins and Account Admins managing user roles and permissions.
Sub-account users whose pipeline creation access depends on their assigned role.
How to Use
  • Go to Settings → My Staff → select a user → Roles & Permissions.
  • Locate the Opportunities section.
  • Toggle the Create Pipeline permission for the relevant roles.
image
  • Save your changes — the access control takes effect immediately.
Note:
The Create Pipeline permission gates all pipeline creation actions, including Clone and Duplicate. Users without this permission will not be able to perform any of these actions.