topic Re: Prospecting Tool in Sales Hub Tools

Prospecting Tool

KKochelek — Thu, 04 Jan 2024 20:31:06 GMT

Currently, we are unable to have anyone without super admin permissions delete leads out of the prospecting area. We want to give our sales staff the autonomy to do this, thought they aren't admins.

Thanks!

Re: Prospecting Tool

DSharma02 — Fri, 05 Jan 2024 06:50:49 GMT

Hi @KKochelek ,

You have to provide your sales staff individual permission to delete the contacts.
Go to Users and Teans > User Name > Access > Edit Permisson > Expand All Permission > Contacts > Delete and grant the permission:

Hope this helps!
Thanks.

Re: Prospecting Tool

KKochelek — Fri, 05 Jan 2024 14:31:39 GMT

Hi @DSharma02 - that's the weird part. They do have permissions to delete contacts. Unfortunately, this doesn't extend to leads in the prospecting tool. Only our super admins have been able to delete these. When I reached out to HubSpot help, they said the tool was still in Beta phase and that I should make a note in the forum so it could be considered.

Thanks!

Katie