Hi,
We have a scenario that we have two sales team’s in house that we are looking to segrate the work too. Ideally we would still like to retain the company and contact information in a single place but would like to restrict the view of multiple pipelines and sales channels to these users.
So my question is, I know you can have two pipelines Sales1 and Sales2 but can you restrict the view of these by user(s)?
Thanks in advance
I don’t think there’s a way to restrict what your users are viewing, someone correct me if I’m wrong.. but you could create custom filters for each team. That way they can’t see the deals in the other Pipelines. (But they can still see the Pipeline in the drop-down.. just not the deals in them).
How do you create a custom filter?
Go to Deals. Then on your left, you can see +Add Filter. You can create a filter there. One could be for example ‘Filter deals by Pipeline: Sales Team 1’.
I’m not sure if the filter sticks, so that everytime you open Deals, the filter is still on. But underneath ‘All saved filters’ (again on your left), you can select the filter anytime.
Hi @CR41G14,
I know this is an older thread but HubSpot has just introduced a feature which helps accomplish what you were asking for. Under Settings > Deals > Pipelines, click Actions > Manage access.
Keep in mind that this will only limit access to the pipeline, not the deal records. The deal record visibility is managed through the object access permissions under Settings > User & Teams:
You can learn more about these permissions in the HubSpot user permissions guide.
If you find this helpful, you can help the community (and make my day) by accepting this post as a solution to your query.
Have a great day!
