Deal Visibility Restrictions

By default, if no group owner is set, all organization members can view the deal.

Step 1: Open a Deal

• Go to Deals

• Open the deal you want to manage

• Click on the Admin tab

Step 2: Set a Visibility Group Owner

1. Locate Visibility Group Owner

2. Click Set Group

Step 3: Select the group

1. Search for or select the group that should have access to this deal

2. Click Set as Owner to apply

In case of

• If no group owner is set, the deal is visible to all organization members

• You can update the visibility group at any time from the Admin tab