Roles & Permissions for Pipelines in CRM
Ramkrishna Adke
Department heads and territorial managers should be assigned to a specific pipeline. The leads in pipelines of other territories should not be visible to all managers.
Super admins should control access to pipelines for sales managers so that they can view leads in their pipelines only.
For example:
if there are 2 sales pipelines for Delhi and Bangalore.
The sales managers of both locations should not have access to view leads of another territory.
S
Shivam From Refrens
Merged in a post:
need hirarchy all leads should not be available for all to view as it compromises privacy we should be able to tag managers and exicutives for every lead and only they should be able to see
k
kalyan Ambati
S
Shivam From Refrens
Merged in a post:
User role for Pipeline
Amfasys
It is very important option to restrict the user having access to EDIT the Pipeline. (Pipeline name and stages). Currently it is a bug that user who even don't have access to the leads in an other pipeline, he can edit that pipeline even he don't have access to any of it's leads. Its pathetic.