Customize what properties users see in different pipelines

CCS
Contributor

We use different pipelines for our different products and need to see different properties on the sidebar to reflect this service as well as for reporting purposes.  As far as I can see all properties are changed across pipelines when you create properties or select what users can view in the manage properties section. Any ideas?

3 Replies 3
Anonymous
Not applicable

Hey @CCS which part of the CRM are you referring to? Could you share a screenshot of the sidebar?

0 Upvotes
CCS
Contributor

We need the same properties in pipleines that are in the contacts as we contact clients form the deal site and reporting is also from the deal side.  It is all in the deal property side.

We have 3 Pipelines with different "sales'people that need to see them and only thier Pipeline.

 

 

 

 

0 Upvotes
CCS
Contributor

I am referring to the deals and contacts in the sales CRM.  We have 4 Pipelines and each should have their own properties as they are different areas and services.

0 Upvotes