“As I understand your request: you need to be able to give your sales team access to their sales pipelines while restricting their access to the claims pipelines. Is this correct? Do you have a need to allow the claims team to see the sales pipelines but not edit them? The product team is seeking to validate how common is the use case of granting one user/team edit access in pipeline A, for exampe, while granting view only access in pipeline B.”
Hi Ybaptiste,
For our use case, that is similar. Everybody would have access to our Tech Support pipeline, While Marketing and Senior Leadership would have access to our GDPR Request pipeline. Sales and Marketing would have access to the Deals Pipelines, etc.
For us, I think it would be best to be able to determine pipeline viewer permissions by both individuals and teams.
Thanks!
-Ben