Keeping your sales process organized is easier when the right people have the right level of access. This CRM setting lets you decide which team members can create, clone, or duplicate pipelines, helping you avoid accidental changes and keep your workflow consistent.

📌 Why This Matters

If too many people can create pipelines, it can quickly lead to duplicate stages, messy reporting, and confusion about where deals should go. With role-based permission control, you can limit pipeline creation to trusted team members while still giving everyone else access to the tools they need for their day-to-day work.

✨ What’s New

• Pipeline creation control: You can allow or block pipeline creation based on a user’s role.
• Covers related actions too: If a user does not have this permission, they also will not be able to clone or duplicate pipelines.
• Role-specific access: Permissions can be adjusted individually so each team member only sees what fits their responsibilities.

🛠️ How to Use It

1. Step 1: Go to your CRM settings and open the staff or user management area.
2. Step 2: Select the team member whose access you want to update, then open Roles & Permissions.
3. Step 3: Find the Opportunities section and locate the permission for creating pipelines.
4. Step 4: Turn the permission on or off depending on that person’s role, then save your changes.

💡 Pro Tip

Give pipeline creation access only to team members who manage your sales process so your reports stay clean and your team can focus on closing more deals.