topic Share Templates with Specific Sales Users in Sales Hub Tools

Share Templates with Specific Sales Users

Blink — Thu, 29 Mar 2018 18:49:30 GMT

Template Sharing is currently an all-or-nothing proposition.

In my organization, it would be helpful to be able to select which reps I share a template with since not all offers are available in all regions.

Josh — Thu, 29 Mar 2018 19:28:54 GMT

I would recommend posting this in the HubSpot Ideas Forum:

You can categorize based on relevancy...I'd say this would be "Sales Content".

Josh

Blink — Thu, 05 Apr 2018 13:18:58 GMT

Yeah. It tried that. Had to submit a ticket because after posting my original concerns here, I was locked out of posting in all forums.

At least that seems to be fixed.

And I was contacted by a product manager who wanted to discuss my concerns, so that's progress.

GBVMS — Wed, 02 Jan 2019 21:00:28 GMT

I agree, this would be very helpful to us as well.