One of the most challenging aspects of designing and building a CRM application or sales tool has been to figure out how to determine who sees what information. We call this the visibility or roles features built into the Pipeline Admin tool.
Some of our customers operate in a small, open environment, and want to share information freely. Other customers operate in a more typical structured sales environment with territories, regions and outside vendors supporting their sales activities.
We made some enhancements today to support either approach, a more open or a closed approach to sharing data with Pipeline.
Open vs. Closed Approaches to Data Visibility
One of the biggest benefits of using a centralized database to manage your sales leads and deals is sharing information. However, the downside of a completely open model is that some organizations may not want all of the deal details shared with all users.
For example, some of our customers use external inside sales
agencies to generate leads. You may not want those users to have
access to deal details outside of their own group. Another example
would be where you may want the Eastern region to only see their own
deals, and the Western region to see their own deals, but executives to
see all deals.
How do I have a more open model to sharing information?
Simply go into the Admin Tool and select edit for an individual user. You can then check the box that states View Deal Details.
This option allows the user to access all the deal details in the
reports, in addition to only seeing deal summaries. A manager would see
the deal details for their team members, and executives would see deal
details for all users.
How do I have a more closed model to sharing information?
Simply leave the View Deal Details box unchecked in the Edit User feature in the Admin tool. This option allows the user to access only the deal summaries in reports. A manager would NOT see
the deal details for their team members, and executives would only see deal summaries for all users, not the deal details.