How to Blur Pipedrive During Screen Sharing and Sales Demos
Hide deal values, contact details, and pipeline data in Pipedrive before sharing your screen during team meetings, client calls, and sales training.
Short answer
Hide deal values, contact details, and pipeline data in Pipedrive before sharing your screen during team meetings, client calls, and sales training.
Direct answer
hide deal values, contact details, and pipeline data in pipedrive before sharing your screen during team meetings, client calls, and sales training and follow the step-by-step approach in this guide.
Pipedrive Shows Your Entire Sales Pipeline
Pipedrive is a visual sales CRM built around the pipeline view. Every deal, its value, its stage, and its associated contact is visible in a single glance. This visual density is Pipedrive's core strength — and the reason it is dangerous during screen sharing.
A typical Pipedrive pipeline view shows 20-50 deals across multiple stages, each displaying the deal name (often containing the client's company name), the deal value, the expected close date, and the assigned salesperson. Sidebars show contact details, activity history, and notes.
When you share this screen during a pipeline review, every participant sees every deal — including team members who should only see their own pipeline, managers from other departments, or external participants who should not see any deal data.
What to Blur in Pipedrive
Pipeline View
- Deal names containing client or company names
- Deal values across all stages
- Expected close dates revealing sales timeline priorities
- Contact names and organizations associated with deals
- Activity icons showing recent engagement with specific deals
Deal Detail View
- Contact information: names, emails, phone numbers, addresses
- Deal value and expected revenue
- Custom fields containing internal pricing, discount percentages, or competitive notes
- Activity history with call notes and email logs
- Files and attachments
Contacts
- Contact names, emails, phone numbers, and company associations
- Deal history per contact
- Communication history and notes
Dashboard and Reports
- Revenue forecasts and pipeline value totals
- Win rate and conversion metrics
- Sales rep performance comparisons
- Activity metrics per team member
Sidebar
- Recent items showing deals and contacts from other conversations
- Quick-access contacts and deals not relevant to the current meeting
How to Blur Pipedrive
- Open Pipedrive in Chrome
- Navigate to the pipeline, deal, or report you plan to discuss
- Activate ContextBlur (
Ctrl+Shift+B) - Click deal values you want to hide
- Click contact names and details that should not be visible
- Click pipeline cards from deals not being discussed
- Start your screen share
Blurs persist across navigation within Pipedrive.
Scenario Strategies
Weekly Pipeline Reviews
- Blur deal values for deals not being discussed in the current review
- Blur contact names for confidential or competitive deals
- Blur the deals of reps not present on the call
- Show only the pipeline stages relevant to the meeting agenda
Sales Training
- Blur all real client names and deal values
- Focus on demonstrating the sales process and CRM workflow
- Blur contact details to protect customer privacy
- Blur notes containing competitive intelligence or internal strategy
Client and Partner Meetings
- Blur the entire pipeline (show only the deal relevant to the client)
- Blur sidebar items showing other deals and contacts
- Blur dashboard metrics revealing total company pipeline value
Management and Board Reports
- Blur individual deal details (show aggregate pipeline value)
- Blur individual rep performance (show team-level metrics)
- Blur specific client names in forecast reports
Auto-Blur for Pipedrive
ContextBlur Pro auto-detects and blurs email addresses and phone numbers that appear in Pipedrive contact cards, deal sidebars, and activity logs. Set up auto-blur for your Pipedrive domain once and contact PII is hidden automatically on every visit.
For the complete pre-meeting routine, see the screen sharing checklist. For CRM-specific privacy strategies, see our Salesforce blur guide and HubSpot blur guide.