Is there an easy way to set permissions for each user within ActiveCampaign? We want sales people to only see and have access to deals that are assigned to them.
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Hi @agiliron!
At this time, there is no way to set this sort of user visibility within Deals. However, this has been a heavily requested feature for our new version of Deals (our CRM). We will be holding a limited beta of the new release soon!
Is now active those function?
Hi, Also interested to be able to sett different user permissions,
Hello, any update about this feature for the new Deal CRM Module? Its a very important feature to our clients.
We now have improved permissions for deals with our newly released CRM.
While there is no way to force a user to only view deals assigned to them, you can filter the deals page to a given user by choosing a user in the Owner dropdown.
You can also limit pipelines to certain user groups and control what user groups have the ability to add, edit, delete, and reassign deals.