Add collaborators to all CRM objects

HubSpot Ideas

Status: Idea Submitted

1

The collaborators functionality on deals is great. We also have a number of scenarios where we currently use custom HubSpot user fields on other objects that would be much more effective if we could assign collaborators instead.

Eg:
Target accounts (companies) – we have a primary owner who is the Account Exec, then 1-2 other people assigned as “prospecting support” who are either vertical experts or researchers who help with early prospecting activity.

Custom objects – we have a custom object (First Meeting) that goes through a pipeline and then converts to a deal. Currently, this has the same “prospecting support” fields, but would be much better if we could assign collaborators and then carry them through to the deal object when created.

2

It would be useful to add collaborators on Tickets, it may happen that people from different teams need to work at the same issue.

3

Agreed - adding the Collaborators feature to other objects, including Custom Objects would really help us to stay organized.

4

Would be great to have something like this - we have custom objects “Account Plans” and would like to have more than just an owner and have collaborators as an option without having to create several additional fields