Assigning Teams to a Pipeline

StephanieOrtga
Member

Hello, I'm trying to assign two teams to one pipeline but restrain visibility according to region (We have US and LatAm teams) but keep both teams working under the same pipeline, since the deal process is the same, just limiting visibility so each team doesn't get confused with the other. 
Keeping one pipeline is Key for metrics within the company.

0 Upvotes
3 Replies 3
Mike_Eastwood
Key Advisor | Gold Partner

Hi @StephanieOrtga 

 

You can show or hide the deals to a Team using permissions.

 

If you create two Teams, one for each region, then you can set the permission to Team Only.

 

Does that work for your situation?

Mike

0 Upvotes
StephanieOrtga
Member

@Mike_Eastwood  thank you for your response!

 

I would deeply appreciate if you could walk me through the process of setting this since both teams will be seeing different things on one pipeline.

 

Regards.

0 Upvotes
Mike_Eastwood
Key Advisor | Gold Partner

Hi @StephanieOrtga 

 

I will send you a meeting link so we can chat online.

 

Mike

0 Upvotes