Current UI- Sales Pipelin


(Stacy CheneyJamison) #1

How can I add various sales pipelines and permissions only for certain sales people??


(Martin Cash) #2

At the present time, current UI only supports a single pipeline and pipeline permissions/automation are not yet available. I would recommend switching to Classic if you need multiple pipelines, permissions and pipeline automation, but please review this article that goes over backwards compatibility as your Current Infusionsoft Pipeline will need to be re-built in Classic.

https://new-infusionsoft.knowledgeowl.com/help/switching-between-classic-and-new-infusionsoft