This would also be ideal for product-based sales teams. Multiple sales managers will ‘own’ that one contact record. We need a solution for this.
YES!! Or be able to select HubSpot users for custom created property!
We have the same issue here. As a temporary patch, i’ve created a “Secondary Contact Owner” as well as a “Customer Service Rep” field, to give me the ability to assign multiple people to a singular contact, company or deal. But, it does not recognize these people as “owners” so the default view on many of their pages does not show them EVERYTHING they are associated with. It would be much simpler if you cuold use like a checkbox selection to select multiple deal owners.
I agree. We tried letting all reps see everything, but this was a collosal fail. Being able to assign more than 1owner is what makes sense.
I did the same thing as jiniemi7 above, and we’ve had much success. Basically created a new field for our BD salespeople who partner on an account with an AE within a given territory. From there we did workflows to assign the right BDAs to the right AEs (i.e. Hubspot Owner), then created teams so I could report across both teams. I actually like the versatility this setup provides, but it is a pain to onboard/offboard a new user because that means new workflows (although cloning workflows makes things easier!)
We need this functionality as well. Our Account Managers work with Customer Success Specialists and need the ability to co-own or have primary/secondary owner designations.
The product response is still missing the functionality to assign miltiple owners to a deal record IMO. It would be nice if we could adjust to a check box of users of sorts to ID who all is “owning” a deal record. In the same token, it would be nice if we could assign a task to multiple users/owners as well.
Also agree. We would need to set a certain % for each salesperson involved on a deal (50/50, 60/40…). And even more than two salesrep on one deal.
Same here! Would be best to assign multiple contact owners to one contact. With the exact same rights. The ‘Hubspot user’ property isn’t sufficient in our case.
Hi there, please see this post about why multiple owner solution is not working with Filters (Owner & Team) https://community.hubspot.com/t5/HubSpot-Ideas/HubSpot-User-Custom-Property-gt-Filters-Owner-amp-Team/idi-p/580827
cc: @jsg121