Here's how to edit a pipeline's permission settings:
- Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
- Next, select the desired pipeline name. Note that it is possible to have more than one pipeline, and the pipeline name(s) you see may vary depending on your account customization.
- Select "Permissions" in the Overview section at the top of the page.
- Choose whether you'd like for this pipeline to be accessible by all users on your account, or only accessible to specific teams of users. Here's a tutorial on how to create a team of users on your account.
- Please note: Only account admins can edit a pipeline's permission settings. If you don’t see this option, you’ll need to contact an admin on your account.
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