Pipeline-Level Data Permissions

We’re excited to roll out a highly requested update: Pipeline-Level User Access!

With this new feature, you can now manage user-specific access within your Deal Pipelines. This gives you the flexibility to control who can view or hide specific pipelines, ensuring that sensitive or department-specific data is only visible to the right team members.

:white_check_mark: Streamline visibility
:white_check_mark: Strengthen data control
:white_check_mark: Align access with roles

Ready to take control? Check out the full guide here:
:backhand_index_pointing_right: Pipeline-Level User Access – Support Article

As always, we’d love to hear your feedback! :speech_balloon:

1 Like