How to assign Pipelines to a Team

How to assign Pipelines to a Team

In this article, we will cover how to assign a specific Pipelines to a Team and not have a certain Team have access to specific Pipelines. This applies to MeasureSquare CRM.

Step 1: Go to Settings
Step 2: Click on Users & Teams
Step 3: Click on Teams
Step 4: Select a Team

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Step 5: Click on Pipelines and uncheck the desired Pipeline(s) to a Team
Info
The purpose of this tool is to allow a certain Team to either have access or no access to certain Pipelines.



For any questions, you may reach out to our Support team via support@measuresquare.com or our CRM experts:

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