Skip to main content
Salesloft Knowledge Base Clari Knowledge Base Office Hours Salesloft.com
Cameron Romine
New Contributor
August 19, 2022
Solved

Sharing Pulse Views

  • August 19, 2022
  • 0 replies
  • 144 views

Just like we have viewers and shared forecasts so that we can allow individuals to see forecasts of others, is there a way to share the pulse view as well? The use case here is we have VP’s of sales that occasionally are out of office during our weekly forecast call so they have one of there Directors take over. The Director is a viewer of the forecasting so they can talk through everything that rolls up to the VP, however they can still only see Pulse for just their team and not at the VP level. Is there a way to be able to allow them to see Pulse at the VP level like the can for forecasting?

    This topic has been closed for replies.
    Best answer by JessicaStarr

    Hi @Cameron Romine !

    Really great question. The only way to allow the Director see Pulse at the VP’s level would be to grant them Global Role View in User Management (here’s a link to a Help Center article on Global Role Review). That setting is typically only used if you have your hierarchy set up such that there’s an Admin or Operations branch that’s separate from the main sales branch. 

    If part of use case is being able to go through pipeline / opportunities, it may be helpful to set up a views or dashboards with the full pipeline.

    I’ve also submitted this request to our Product team! 

    JessicaStarr
    Salesloft Employee
    JessicaStarrAnswer
    Salesloft Employee
    August 19, 2022

    Hi @Cameron Romine !

    Really great question. The only way to allow the Director see Pulse at the VP’s level would be to grant them Global Role View in User Management (here’s a link to a Help Center article on Global Role Review). That setting is typically only used if you have your hierarchy set up such that there’s an Admin or Operations branch that’s separate from the main sales branch. 

    If part of use case is being able to go through pipeline / opportunities, it may be helpful to set up a views or dashboards with the full pipeline.

    I’ve also submitted this request to our Product team! 

      Terms & ConditionsAccessibility statement