topic Re: How To Avoid Contact Being Deleted? in CRM

How To Avoid Contact Being Deleted?

alloykitchen — Fri, 02 Mar 2018 06:55:49 GMT

When We Assigned Ownership To A User in CRM, I need give them permission to update & edit updated information, but how can i :

Avoid The User from deleting An Assigned Contact? Is there any specific setting i can do by avoiding contact being deleted from an assigned Contact?

Hope to get assistant from here soonest possible.

Appreciated

Re: How To Avoid Contact Being Deleted?

edjusten — Fri, 02 Mar 2018 16:50:22 GMT

Hi @alloykitchen The permission settings allow you to prevent a user from bulk deleting contacts, but there is not a setting to prevent owners from deleting a contact. The HubSpot User Permission Guide is located here.

Thank you,

Ed Justen

Re: How To Avoid Contact Being Deleted?

tim1468 — Mon, 24 Sep 2018 09:35:27 GMT

this feature should be present, if a user leave the compagny, he can compeltly destroy the data bank! i wil think again about keep this CRM, because that is to much dangerous

Re: How To Avoid Contact Being Deleted?

richkahn — Tue, 06 Nov 2018 04:06:19 GMT

I agree. Giving us the ability to lock grant VIEW and EDIT permissions is great, but DELETE is a different permission altogether in every system I have used or built.

Picture a busy sales floor with a Manager and 10 reps. The Sales Manager assigns a bunch of tasks to his all of his Reps expecting they will do the work. A lazy Sales Rep decides to DELETE a bunch of tasks.

How is the Sales Manager supposed to prevent this, or know this even took place? HubSpot is failing us but not having a DELETE permission setting or even a log to know that this rep DELETED the task.

True, the rep could edit the tasks to something totally different than what was assigned to still get out of doing the work, but DELETE without a log is more dangerous than EDIT.

When will HubSpot catch up to the rest of the CRM's with this basic functionality? (I just checked and this permission has existed for 6+ years in Salesforce).

Re: How To Avoid Contact Being Deleted?

ndwilliams3 — Tue, 20 Nov 2018 22:31:05 GMT

Just ran into this issue where a sale rep was deleting leads that they didn't consider qualifed. It only came to light when one of those leads reached out and he needed to log activity and we had to add them back in. Not sure how many leads were deleted, but it definately impacts reporting! I would much prefer to restrict who has access to delete leads.

Re: How To Avoid Contact Being Deleted?

jennysowyrda — Mon, 26 Nov 2018 21:31:34 GMT

Hey all,

To ensure your thoughts are being heard by the product team and are recognized as a feature request, I would recommend creating an idea or upvoting (and adding your thoughts to) an existing idea in the ideas forum.

Thanks,
Jenny

Re: How To Avoid Contact Being Deleted?

ndwilliams3 — Mon, 26 Nov 2018 21:35:03 GMT

There's a idea already that covers it.

https://community.hubspot.com/t5/HubSpot-Ideas/Seperate-permissions-to-read-write-delete-contacts-companies-and/idi-p/72053

Re: How To Avoid Contact Being Deleted?

jennysowyrda — Tue, 27 Nov 2018 15:17:25 GMT

Thanks for sharing @ndwilliams3 🙂

Re: How To Avoid Contact Being Deleted?

karstenkoehler — Tue, 08 Jun 2021 06:40:33 GMT

Hi @alloykitchen and everyone,

HubSpot recently introduced a new set of permissions specifically for this. Admins can now create delete permissions by record type and user, separately from edit permissions (see the "Delete" column).

Let me know if you have any questions about this! If you find this post useful, you can help the community (and make my day) by marking this post as a solution.

Cheers!