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Visibility Groups for Leads

BF
Breandan Flood, July 22, 2021
Note: Editing Visibility Groups can only be done by admin users, or regular users with the correct Permission Set applied.


Visibility groups allow you to categorize your users and dictate what items they will be allowed access to view. In Pipedrive it is also possible to choose which groups of users will be able to view certain Leads in their account. For more information on how Visibility Groups work in Pipedrive, please read this article.



Company Settings

Note: Only admin users can edit Visibility Groups from the Manage users page.


Admin users can set their lead's default visibility groups by going to Company Settings > Manage Users > Visibility groups.

Manage Users - Leads Visibility

Editing Visibility Groups in the Leads Inbox

When managing leads in your Leads Inbox, you can edit your lead's visibility group when adding it.

Add lead - Visibility

If you would like to change the visibility group for one lead, this can be done from the lead detail view, by clicking on the lead name, and then on the visibility group icon.

Visibility group Icon

In order to edit your lead's visibility groups in bulk, you can go to your Leads inbox, select any leads you would like to update, and change their visibility group in the sidebar.

Bulk edit Leads visibility

Setting Visibility Groups from Chatbot and Web Forms

Chatbot

If your team uses Pipedrive's Chatbot feature, you can select what visibility group you would like your new lead to be added to.

Under the Playbook editor, when adding your end result, the visibility group can be edited under Owner.

Chatbot Visibility Group


Web Forms

If you use Pipedrive's Web Forms, it is possible for you to decide on what visibility group your lead will be assigned to once it has been added.

When you are choosing the Submit options for your Web Form, you should then select your preferred visibility group for leads added Saving preferences.

Web Form - Visibility group


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