We are a small sales team of 3 people. One senior and two sales reps. Can senior sales control the accounts, like receive all customer inquiries first and assign to sales reps as he wants, and also he will be able to access accounts of both reps, but they can not see his account. We have 3 paid accounts.
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Q: We are a small sales team of 3 people. One senior and two sales reps. Can senior sales control the accounts, like receive all customer inquiries first and assign to sales reps as he wants, and also he will be able to access accounts of both reps, but they can not see his account. We have 3 paid accounts.?
Short A: Sure.
Longer A:
In settings for the senior sales rep, set Contact permissions to View / Edit Everything.
In settings for each junior sales rep, set Contact permissions to View / Edit Owned Only.
In a workflow, assign all leads to the senior sales rep. At that point the senior sales rep takes responsibility for all subsequent assignment. HubSpot will auto-track this behavior (in the Contact.Owner history).
Done!
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Best,
Frank
Chief HubSpot Consultant
MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn
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