topic Re: Contacts view for sales team in Tips, Tricks & Best Practices

Contacts view for sales team

KRoos — Mon, 08 Jul 2024 13:08:14 GMT

Hi all,

There are some properties that we want to show on the contacts view for the whole sales team.

In the settings > Objects > Contacts > Record Customization I've created a new team view for the sales team. I've added a card 'Sales' and I've added it to the sales view. And I've assigned the sales team to the new team view.

What do I have to do in order for the whole sales team to see the new view?

Kind regards,

Kelly

Re: Contacts view for sales team

karstenkoehler — Mon, 08 Jul 2024 13:09:58 GMT

Hi @KRoos,

If you added this as part of the default sidebar, it should show up automatically for everyone 🙂

Best regards

Re: Contacts view for sales team

Lucila-Andimol — Tue, 09 Jul 2024 11:19:37 GMT

Hey @KRoos

all the steps you did are correct and everyone in the Sales team (primary) should be able to see it

UNLESS they have done a custom property view setting in their users.

In this case they need to go to any record > click on Customize Propesties and Reset to System Defaults.

hope this helps

Re: Contacts view for sales team

KRoos — Wed, 10 Jul 2024 10:14:33 GMT

Hi @Lucila-Andimol, thanks for your response!

I've assigned the specific view to the sales team. If a member of the sales team does the reset to system defaults. Does he gets to see the sale team view? Because there's also a default view?

Thanks!

Kind regards,

Kelly

Re: Contacts view for sales team

karstenkoehler — Wed, 10 Jul 2024 10:17:57 GMT

@KRoos a team specific view will override the default view, see here: https://knowledge.hubspot.com/object-settings/customize-record-sidebars#create-and-edit-default-record-sidebars-for-specific-teams-professional-and-enterprise-only

Re: Contacts view for sales team

KRoos — Wed, 10 Jul 2024 10:18:21 GMT

@karstenkoehler Ok, thanks!

Re: Contacts view for sales team

karstenkoehler — Wed, 10 Jul 2024 10:20:04 GMT

@KRoos Happy to help. Please also mark my replies as accepted solutions – it helps other forum members and I really appreciate it.

Re: Contacts view for sales team

KRoos — Wed, 10 Jul 2024 10:22:32 GMT

@karstenkoehler I still have an additional question. Because I can choose in the specific card under actions to customize properties and then set them to default. But I've added a new card. How can I make that new card available for the sales team?

Re: Contacts view for sales team

karstenkoehler — Wed, 10 Jul 2024 10:24:11 GMT

@KRoos what do you mean by card? Can you share a screenshot? Are you referring to sections?

Re: Contacts view for sales team

Lucila-Andimol — Wed, 10 Jul 2024 10:26:27 GMT

Yes, @KRoos

if you have setup the defaul view for the sales team

and a sales team member does this reset

they get to see the new default setup for the sales team that you have done.

Re: Contacts view for sales team

KRoos — Wed, 10 Jul 2024 10:31:51 GMT

@karstenkoehler I've made a screenshot:

You see the 'about this contact' and below that one 'Sales', that's the card I've created. Assigned to the sales team. But they dont (automatically) see this new card.

Re: Contacts view for sales team

Lucila-Andimol — Wed, 10 Jul 2024 10:34:47 GMT

@KRoos

just like you added the properties you add the cards.

Go into settings> objects>Contacts>Record customization

Re: Contacts view for sales team

karstenkoehler — Wed, 10 Jul 2024 10:35:22 GMT

@KRoos are you editing the default view or the team-specific view? If you're editing the default view, then whatever you have specified for the team will still be prioritized.

For example, if you added this sales card to the default view but not to the team specific view, it won't show up for the users on the team.

Re: Contacts view for sales team

Lucila-Andimol — Wed, 10 Jul 2024 10:41:03 GMT

@KRoos

if you added this into the correct view

it could take a couple of seconds

and refreshing the page a couple of times to see it.

Re: Contacts view for sales team

KRoos — Mon, 15 Jul 2024 14:49:35 GMT

@karstenkoehler Hi, I've one additional question.

The sales can see the added 'Sales' card. But I've put it under 'About this contact', but at least one of the sales team sees it under 'website activity'.

Like this.

Do you know how I can make sure that it's in the same place for everyone?

Best,

Kelly

Re: Contacts view for sales team

karstenkoehler — Tue, 16 Jul 2024 04:12:52 GMT

@KRoos if users have made changes to their sidebar, I'm not aware of a way to full reset it for everyone. In this case, I'd recommend pointing out to users that this section has been added an can be re-organized. A reset, see following link, only affects the about this record section: https://knowledge.hubspot.com/object-settings/customize-properties-in-record-sections

Re: Contacts view for sales team

KRoos — Tue, 16 Jul 2024 08:52:48 GMT

Ok, thank you very much!