CRM

SRamesh89
Participant

Restrict Pipelines

Hi

 

We are using a property in Contact as Product category 1) Consumer

2) Commercial. 

 

If the product category is Consumer and if they are creating a deal selecting a pipeline it must only show the Consumer Pipeline no other pipeline will be visible to them.

 

Like this i want we have 14 pipelines some times the people will select one product category and put it in another pipeline.

 

 

0 Upvotes
1 Reply 1
kvonloesecke
Community Manager
Community Manager

Restrict Pipelines

Hi @SRamesh89,

 

Thank you for reaching out!

 

I wanted to refer you to this related thread where @karstenkoehler offers some insight into how to restrict pipeline access.

I also wanted to share this thread where @Bryantworks explains how to restrict pipeline access with teams and permissions. 

 

Best,

Kristen


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