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Managing Teams

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Joss Rodriguez
Updated 3 days ago
The Teams feature in Pipeline CRM is designed to help you organize users into teams and establish clear rules regarding who can view and access specific data. This way, administrators can easily choose which records—such as companies, people, and deals—each team member can view or update, all based on their role and team.

How Many Teams Can You Create?

Your plan determines your team limit:
  • Start: 1 team
  • Develop: 2 teams
  • Grow: Unlimited teams

Creating and Customizing Teams


To create a new team:
  1. Go to Settings > Users.
  2. Click + Create New Team in the upper right corner.
  3. Enter your team name.
    • Optional) Assign a Reports To parent team to set up your team’s hierarchy.
  4. Adjust the Visibility settings to control what your team can view or edit.
  5. Click Create Team.
  6. Add existing members or invite new users to join your team.
  7. Don’t forget to Save Changes!

Editing Team Settings

To add or move a user to a team:
  1. Click the edit icon next to the team’s name in the org chart.
  2. To add a user, click on the "+Add existing user" button.
  3. To move a user, click the pencil icon to edit their details and update the team.
  • Moving a user keeps their record ownership, but may change their data visibility.
  • Teams can include multiple leaders and read-only users (but not executives).

Understanding Visibility Settings

  • Only their own: Users can only access records that they own.
  • Team: Users can only access records that they own or their team owns.
  • Team + Leaders: Users can only access records that they, their team, and team leaders own.
  • Global: Users can access all records on their account.
Team Leaders: Even if visibility is set to “Only their own,” team leaders can still access records owned by their team.

Agenda Items: These follow the same visibility rules—except for Executives. Team members can’t view or assign tasks or events to Executive users.

Building a Team Hierarchy

The Reports To field in Team Settings lets you create a clear organizational structure.
Example:
  • The Atlantic and Pacific teams report to the National Sales team.
  • The National Sales Team can access records owned by the Atlantic and Pacific Teams.
  • The Atlantic and Pacific teams can only view records that they own.

If you have any questions or run into any trouble, reach out to our support team at [email protected]. 
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