Non-sales use case preferences

Keep your CRM simple. If you use OnePageCRM for building relationships rather than sales, hide the Pipeline tab from the top menu, sales KPIs from your morning emails, the Add Deal button from the Contact page, and the sales Dashboard. for all users within the same CRM account.

Please note: Only the Account owner or Administrators can enable/disable the Non-sales use case or Pipeline page view for individual users.

Enable/Disable Non-sales use case

1
Click on your User/Profile icon (top right-hand corner) → Settings → Preferences tab → scroll down to Non-sales use case.

Settings page l Preferences tab


2
Under the Hide Sales Functionality → toggle the slider to enable or disable the feature.

Settings page l Non-sales use case l Hide Sales Functionality

Notes:

When the slider is moved to green this will hide:

  • The Pipeline tab from the top menu
  • The Sales KPIs from your morning emails
  • The Add Deal button from the Contact page
  • The sales Dashboard

Enable/Disable Pipeline page view for individual users

Not all sub-users on your OnePageCRM account will require access to the Pipeline page. For these cases, the Account owner and Administrators on the account have the option to disable the Pipeline page view for them. Follow the steps below to do this.

1
Click on your User/Profile icon (top right-hand corner) → Users, Plans and Billing → Users tab.

User, Plans and Billing l User tab l Select a user profile

2
Select the user profile that you want to edit → select the Permissions tab → untick the View Pipeline page checkbox → hit Save to submit the changes.

Permissions tab pop-up window l Untick the checkbox to view the Pipeline page.

Note: You can find all the details about User permissions here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us

Related Articles