CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I have multible saleteams and I don't want them to see pipeline for the others, how can I prevent that.
I also want that some pipelines can being hide on the dashboard
It's an out-of-the-box configuration. Basically you have groups in sales application, to manage, Own Leads or All Leads.
If you wish a salesman sees it's own list/pipes then you can assign that user a rule Manage Own leads and it can see only
Pipelines on which he is assigned(or those pipelines on which nobody assigned).
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|Asked: 9/26/16, 6:10 PM|
|Seen: 297 times|
|Last updated: 9/28/16, 4:55 AM|