Pipedrive permissions & visibility options explained [VIDEO]

In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.

Permissions:

  • Admins » Can do everything. No settings to change.
  • Managers » Permissions can be customised to give higher level of control.
  • Regular users » e.g. salespeople, you can control what they're allowed to do and not do

Visibility:

  • Organise users into groups e.g. managers and salespeople.
  • If you don't want salespeople seeing each others deals, set to ‘Owner only'
  • It's recommended you make orgs, products and people visible to all to avoid duplicates being created.

Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!