It is unbeliavable that this thread has been opened for 3 years and there still isn’t any workaround or official answer from the HS team…
This is definitely very necessary. Sometimes it is necessary to step up the sales team with freelancers or closers to provide support and it is very convenient to be able to restrict permissions in certain pipelines.
Absolutely, this would be an incredibly useful feature in my company too. We often work with external consultants on specific projects, and it would be really useful to allow them access to just the pipeline we are working on with them. We could then also allow clients visibility of the pipeline we are working on for them, so they can see our progress (although those we’d like to be able to limit to just viewing the information if possible!)
Agree, this is a feature we would like to see, we have similar requirements.
This would be very useful
Absolutely! It’s weird how Hotspots is a powerful tool but at the same time limited with so many basic features. It amazes me Hubspot limitations.
Our B2B2B company has seperate pipelines for selling product lines, partners, customer research, and fundraising - so limiting pipeline access by team would be a very beneficial feature for us and I suspect many organizations that want to centralize such activities and analysis.
Absolutely there is a need for this.
We have also need for this, managing country specific pipelines. Please implement pipeline specific access control. Thanks in advance!
I like HubSpot, but the lack of access control here forces you to consider other tools. In a company where there are more sales people you will likely need access control. Quite bad that this is not implemented, which is there in many other tools.
This feature is totally what we need. Please work on access controls, quickly!!!
Here is why: I my company we deal with sales to clients and with investors that we keep relations with. For both we have a pipeline: Sales and Investores.
I don’t want my sales team to be able to read through the contacts and companies from the investment side. So they should not see the contacts, deals etc. which I own. Ont the other hand I also deal with our top clients from the sales side. Here I do want my sales team to be able to thecontacts, deals etc. which I own.
With the current set of access permissions there is no solution for this.
This would represent a huge feature or functionality that my company would love to use. We too would like to separate our deal flow pipeline from our potential investment or capital pipeline or even when dealing with customers that could potentially be sensitive (government, healthcare, defense). Thanks for considering.
We need this feature too. We want the Contacts and Companies to be universally viewable for all of our users, but only allow a user to see their own communications, tasks, and deals.
Yes, please add the functionality for limiting who has access to a specific pipeline. This is crucial for companies with sales departments that work in different countries and who need to make sure that information is entered into the correct pipeline.
I agree with everyone. My company just switched over from Pipedrive to Hubspot for all the amazing automation features. We have an outsourced sales company and we work with a lot of different clients, each requiring their own separate pipeline so we need to be able to limit viewing of leads to only that specific client. I’m surprised this isn’t already an option. My clients shouldn’t be able to see other client’s leads and private information. Please keep me posted on if this can happen soon preferably by Jan 2019 otherwise it’s a deal breaker and we will need to cancel our Sales Professional account.
Agree as well. This is an extremely important feature to have. We have outsourced our sales processes and even though we and our sales partner both use HubSpot, they are not able to give us insight in their pipelines. Right now we can only get access to deals that are relevant to us. This doesn’t provide us the overview we want and restricts us from using the automation features properly for which HubSpot is so well-known.
YES PLEASE
Great idea, I hope this is addressed together with the other advances made separating assets in enterprise portals (contacts, web pages, etc)
It is CRAZY that we can’t set up different pipelines for services and sales. What on earth is going on??
Absolutely necessary. We would like to separate the respective deals of each Sales Manager while having a global view of all deals for the Sales Director.