Private Pipelines
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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?
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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.
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Chase Needler
Dave Hahn: from the example I was giving I was thinking more of those he shares an account with.
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Chris Wicke
That sounds accurate. Ideally, this would all be able to reside in the same Pipeline.
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Dave Hahn
Chris Wicke: This is a great insight. Thank you for the info and thanks for participating here.
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Chris Wicke
Dave Hahn: Thanks Dave. I'm happy to help you help me! :)
Lucas Mills
Chris Wicke: Hey Chris Wicke - this has been implemented, let us know if you find it satisfactory.