In this article, you will learn:
Presenting a clear and relevant view of the data to the agents helps them work efficiently. As an admin, you can restrict access to the agents and assign work modules related only to their line of business.
How to restrict the Pipeline Access?
3. Enter the details of the first three stages for creating a pipeline, selecting the pipeline category, and enabling the pipeline modules. The 4th stage is the Restrict Pipeline. In this segment, you can enable or disable pipeline access for the agents as shown below. Click save and continue.
Edit Pipeline:
- Navigate to the Pipeline’s module.
- Then, select a pipeline to edit.
Step 1: Update Pipeline
- Update the pipeline as intended.
Step 2: Pipeline Stages
Step 3: Deal Modules
Step 4: Deal Custom Data Fields
Step 5: Pipeline Access Restriction:
- Admin can set the pipeline access restriction for the agents whoever he wants.
- Click on Update.
