Dec 6, 2022 4:31 AM
We are using a property in Contact as Product category 1) Consumer
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.
Dec 6, 2022 7:11 AM
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.
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