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Managing pipeline permissions is critical for digital marketing agencies handling multiple clients and team members. This episode breaks down how to control exactly who sees or edits each sales pipeline in GoHighLevel, keeping sensitive deals private while giving your team a clutter-free view.
In this episode you'll learn:
• What pipeline permissions are and why they matter for agency operations
• How to set up sharing modes and access levels for different team roles
• Best practices for keeping sensitive client data secure
• How audit logs and safeguards protect your pipeline integrity
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