Restrict Pipelines



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.



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Gestionnaire de communauté
Gestionnaire de communauté

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. 




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