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apzuckerman
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apzuckerman on November 18, 2020
Is it possible to filter a dashboard by a single contact or deal field?
Title says it all... I want to filter a dashboard by a single contact or deal field (e.g.; Country) so I can maintain one master dashboard and then "jump around the world" as I select a specific country (or countries) from the dropdown. As I cur read more
Reply Discussion Dashboards Reports Templates
1 upvote
3 Replies
joshflightbucks on April 11, 2017
Limiting Permissions by Pipeline
My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our c read more
Reply Idea Account Settings
223 upvotes
118 Replies
apzuckerman
Member
July 24, 2020
Title says it all... different teams need access to different pipelines and deals. EG: Marketing doesn't need to see an HR pipeline.
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