Control User access to see individual pipelines
L
LA Media Group
Right now, users on an owner account can either see company wide pipelines, or create their own pipelines..... Or, you can assign them as a deal follower to individual deals.... Need the ability to assign users to see only certain pipelines.... For example: Im creating landing pages (a model I built).... By niche. So roofers, med spas, smoke shops, etc....
Each landing page has a sales person that focuses on that niche. I cannot have the sales person create the pipeline, I need to create them, and integrate the forms, and the campaign into each individual landing page. Each landing page is also integrated into a single deal pipeline. So if I have an insta site for roofers, all requests for insta sites by roofers go into that deal pipeline. I dont want a sales person thats working on roofers to see the other pipelines not relevant to him. I also dont want to have to manually go in and assign a follower to each deal that comes in. Should have the ability to just toggle and allow daniel to see any and all cards in PIPELINE A but not see PIPELINE B,C,or D.