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

Step 5: Click on Pipelines and uncheck the desired Pipeline(s) to a Team

The purpose of this tool is to allow a certain Team to either have access or no access to certain Pipelines.

Additionally, you may reach out to our Support team at +1-626-683-9188 or anytime at support@measuresquare.com