Hiding fields/tabs by
managers/pipelines

To configure it, go to the settings section:

1. Choose what to hide

2. Select a group of employees/employee/pipeline

3. Select the fields/pipelines/tabs that need to be hidden from the list

4. Click Add (adding this rule)

5. Click Save

Hiding fields

In the Action Type column, select Hide field

In the column For, select the manager/group of managers for whom we want to hide the field or pipeline/stage in which you need to hide the tab

In the Subject column, select the field/fields to hide

Hiding tabs

In the Action Type column, select Hide tab

In the column For, select the manager/group of managers for whom we want to hide the tab or pipeline/stage in which you need to hide the tab

In the Subject column, select the tab/tabs to hide

Hiding the Piepelines

In the Action Type column, select Hide Pipeline

In the column For, select the manager/group of managers for whom we want to hide the tab or pipeline/stage in which you need to hide the tab

In the Subject column, select the pipeline to hide