Restrict Pipelines

[SRamesh89]

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.

[kvlschaefer]

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