Private Pipelines | Voters

Private Pipelines

Chase Needler

As a user, I would like the ability to create a private pipeline where I have control over who can see within and operate within that pipeline.

August 12, 2022

Lucas Mills

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Dave Hahn

Who would you want to give access to the pipeline? Others on your account? Or people not associated with your account?

Chris Wicke

Dave Hahn: I'm still trying to understand the differences with accounts.  Long story short, we are a small company that will not uncommonly have projects for two or more companies pursuing the same opportunity and would need to firewall information.  
As I understand it, we all have the same account, and I would need to isolate a subset of our account holders.  All within our company.  
I'm happy to hop on a call if that makes more sense.

Chase Needler

Dave Hahn: from the example I was giving I was thinking more of those he shares an account with.

Chris Wicke

That sounds accurate. Ideally, this would all be able to reside in the same Pipeline.

Dave Hahn

Chris Wicke: This is a great insight. Thank you for the info and thanks for participating here.

Chris Wicke

Dave Hahn: Thanks Dave. I'm happy to help you help me! :)