Deal Visibility Restrictions

Deal Visibility Restrictions control which group can see a deal within your organization.

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