I have a question that I can not seem to resolve - I am wanting to give access to client so they can see live their pipeline activity - I have manged to do that successfully however I discovered that even though access is restricted to see only their pipeline now if they click on the account it will show all deals associated with that account ( company) - I often have accounts that will have deals in multiple different pipelines - I want to ensure they only see activity / deals related to them - do I have the ability to restrict once they click into account ?
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Hey Tony! Sorry we missed this when it was originally published, but in the spirit of providing insight on this question, I’ll be happy to take a look!
As of right now, the only ways to restrict info from different users is by managing the user permissions/groups, but that works for allowing/restricting the entire feature(s) for different users.
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