How to set default deal visibility for a pipeline?

(Note: This is an admin function and this feature is available only if you have NOT enabled the visibility hierarchy option via the configurations section.)

For ever pipeline, Administrator can decide which default users and/or teams to show when users are adding a new deal. When set, this default users/teams appear in the new deal dialog box together with the relevant user in the ‘Accessible To’ field.

Follow these steps to do that,

  1. Go to the relevant pipeline
  2. Click on the ‘New Deal’ button
  3. Enter the relevant default set of users/teams you require for that pipeline and then click on the ‘Set as default’ button

Below screenshot shows you how to do that.