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Understanding Pipedrive Visibility Groups and Settings 1

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Jul 15, 2023
7:41

Visibility Groups in Different Plans: Essential and Advanced Plans: Default group details and explanation of visibility options. Professional and Enterprise Plans: Ability to create additional visibility groups and sub-groups, details about the default group, and the number of additional groups for each plan. Explanation of four visibility options. *Adding and Removing Users from Visibility Groups: Steps to add and remove users from visibility groups, and the consequences. *Special Cases in Visibility: Explanation of full visibility access for deals admins and global admins. *Pipeline Visibility: Explanation of pipeline visibility settings, editing permissions, implications for groups without access, and deals with admin permissions. *Visibility Settings in Pipedrive: Introduction to visible-to settings, differentiation from visibility set by visibility group ownership. *Ownership in Pipedrive: Definition of ownership, implications on visibility, and details about changing owner settings. Explore these setting for the best team set up - Good luck!

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Understanding Pipedrive Visibility Groups and Settings 1 | NatokHD