As a starting point, admins and team leaders (within their own teams) always have full visibility over all deals. Standard users, on the other hand, can see other users’ deals within the same team pipeline, unless those deals have been explicitly hidden.

There are different options to control and restrict deal visibility among users.

1. Deal Sharing Settings

a. Set deals as “Not Shared”

A deal can be marked as “not shared” or shared with specific users. When this option is applied:

• the deal will not appear in the pipeline for other users
• the deal detail page will not be accessible to them

This setting can be:

• defined when creating the deal
• updated later from the deal page by the owner or an admin/team leader

b. Use team-specific pipelines

Another approach is to organize users into teams and assign dedicated pipelines to each team.

In this case:

deals are only visible within the team’s pipeline

However, if a deal is shared, it may still be accessible:

• via a direct link (if the deal ID is known)
• through the associated contact, if the contact is not private

2. Private Contacts

For stronger data privacy, you can enable the “Private Contacts” feature at the organization level.

When this feature is enabled:

• contacts created or assigned to a user are not visible to other standard users
• other users cannot access a contact to discover whether a related deal exists

This is especially useful if you want to prevent any indirect visibility of deals.