Sales Pipeline: Roles & Capabilities

Capabilities Table

Capability	Administrator	Marketer	Sales Manager	Sales Rep
view_pipelines	✅	✅	✅	✅
edit_pipelines	✅	✅	❌	❌
add_pipelines	✅	✅	❌	❌
delete_pipelines	✅	✅	❌	❌
add_deals	✅	✅	✅	✅
view_deals	✅	✅	✅	✅
view_others_deals	✅	✅	✅	❌
edit_deals	✅	✅	✅	✅
edit_others_deals	✅	✅	✅	❌
delete_deals	✅	✅	❌	❌
delete_others_deals	✅	✅	❌	❌

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Last updated on July 25, 2022