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Knowledge Base

Followers

The Followers feature provides a Pipedrive user with access to view and be notified on specific items in Pipedrive. Since each item in Pipedrive can only have one owner, this feature is useful for when more than one user is working on a deal and needs visibility of the related data and any ongoing progress.

 


Following an item

If you follow an item in Pipedrive, you will have visibility access to this item and be notified whenever there is an update to that item.

Followers can be added for any deals, organizations, people, and products in the Followers panel of the item's detail view. Here you can add yourself as a follower by clicking on the Start following button, or the '+' button to add another user as a follower of that item. 

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If you don't have visibility of the deal, contact, or product, the item's owner or an admin user can add you as a follower for you. 

You can learn about how to add followers to items in bulk in this article

 


Following another user 

If you follow another user in Pipedrive, you will have visibility of all of the items (deals, organizations, people, products) that they are the owner of, regardless of visibility group settings or individual item visibility settings.

You will also be notified of any activity this user makes in Pipedrive. This includes when this user updates or adds any deals, organizations, or people. You will only be notified of this user's activity if you also have visibility to the item that was updated or added.

Admin users

To follow another user, go to your User Overview under More "..." > User Overview. From there, choose the user you would like to follow in the top right corner, and click on the Start following button. 

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To have another user follow you, go to your own User overview page and click on Add someone. From there, you can select a user from the dropdown list that appears. 

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Regular users 

Only an admin user can add a regular user as a follower of another user. The admin will have to go into that user's User overview and click on the Add someone button to add the regular user as a follower. 

If you are a regular user and want to add another user as your follower, you can easily do so by going to your own User overview and clicking on the Add someone button. 

Note: A regular user will need to have the "See all items of other users they are following" permission enabled to have visibility of the followed user's items. Permissions can only be updated by admin users. 

 


Viewing follower information 

Note: Regular users can only see the items or users they are following. 

To see a list of which Pipedrive items a user is following, go to that user's User Profile page.
The User Profile can be accessed by clicking the dropdown menu, and selecting User profile.

Once there, find the user you wish to view, and select the 'Following' tab. Select the category of information you wish to see, and you will be provided with a list of those items that the user is following.

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Notifications 

When you become a follower of an item or user in Pipedrive, you will be alerted in the Sales Assistant panel in live time when there is a notification. 

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You can also set up notification summary emails for these updates. To do this, go to Personal Settings > Notifications > Deal and contact update emails. From here you can customize the type of updates you receive and the time you receive them. 

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To stay updated in-app in live time, activate the desktop notifications by going to Personal preferences > Account > In-app desktop notification

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