We have setup teams in Hubspot and added colleagues to these teams.
In a view we want to generate we want to have a [contact owner] column and a new column with the team the owner belongs to.
Is this possible?
Hi @MarcusVanWely,
Depending on which view exactly you’re referring to, this should be possible. For example, if you’re referring to the contact index page (Menu > Contacts > Contacts), you can click the Table actions button, click Edit columns and find “HubSpot Team”.
This will add a column to the view that shows the team to which the contact owner of that record belongs to:
The same will work for other index pages (deals, tickets etc.). The HubSpot Team property can also be used in custom reports (requiring a Professional subscription).
Hope this helps!