Restrict Pipelines that users can see
under review
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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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Ian Lowell
Same as all the others, we dont want someone working leads to see the recruitment process pipeline - so they can make sure their friend gets hired or provide internal info that could cause us trouble. I can see the need to check all the records in a pipeline being a large task - needed to show a preventative message that the user will lose access to X if they have this view permission removed - also may need to reassign in bulk so things dont get lost in the system when the view access is restricted..
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Darlene Silvas
This is extremely important. Not every department should be able to access all pipelines. If certain pipelines service different departments then the visibility should match. It's frustrating that even at the roles and permission level the options are vary high level and does not provide granularity. Example. if you have an accounting department - why would they need to see a pipeline for sales or for nurturing. They shouldn't have to fiddle with pipelines and just have visibility to what they are responsible for.
The same can be true for the opposite approach.
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Liron Benshoshan
Such a necessity!
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WebMyMoney Administrator
needed
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Simo Bychou
any update ?
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Frédéric Ouimet
It's a need, My clients have 3 pipelines : Recruting, Sales and Production/Installation. It's not necessary that the sales people see how the recruting process works and the same for HR, they don't care about the sales pipeline.
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Rich Ribeiro
How about also adding an age indicator to the opp card?
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Kamal Hussain
This is need for obvious reasons! Please please upvote guys.
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COHU Agency Owner
This feature is a MUST! Without this function the whole permission is a joke and completely pointless. An example: You have a pipeline for applicants and a pipeline for sales. In high level, the salesperson can now also see who is applying for their job because you simply cannot add a permission to the pipeline. HOW POINTLESS IS THAT!
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Andrei Vodā
We need to restric the view of specific pipelines stages to our customers. This would be of great help.
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