Tip of the Week – Create Private Pipelines

Tip of the Week – Create Private Pipelines

Did you know you can create private pipelines that are only visible to a specific group of users in your account?

By restricting access to a pipeline to select users, you’ll be better equipped to keep your sensitive data safe.

From the Permissions drop-down in your pipeline “Options,” select the user group you would like to be able to view your pipeline. You can select more than one group, if that makes sense for your business.

For step-by-step instructions, click here!

For help setting user permissions, click here.

And to learn more about our Deals CRM and how you can add new contacts, create deals, and manage your tasks on the go, read our guide to the new ActiveCampaign Deals CRM app for iOS.


SourceSource: http://www.activecampaign.com/blog/

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