Hello everyone,
we use workflows to distribute new contacts to different teams. The permissions do not allow sales people to remove/add themselves in the event of illness, vacation… from a team.
Is there a workaround for how this could be solved even better than managing this part manually by the admins?
Best
Jascha
Hi @JKampz,
That depends on what exactly you’d like to happen when someone is not available - can you specify your ideal behavior?
I’ve answered a similar question before here but the details depend on your exact requirements: https://community.hubspot.com/t5/Sales-Hub-Tools/Ability-to-assign-a-covering-owner-for-Sick-and-Holiday-Leave/td-p/588384
In any case, HubSpot does not have a default feature for this.
Best regards!
Hey Karsten,
the person who is OOO should be removed from the team and reenter it after his/her return. Sales Manager do not have enough rights to change it by themselves. Giving others view to their colleagues leads does not work for us.. atm super admins change team members but there should by an easier way to manage this imo… something like on/off… ideally linked to outlook status
Thanks
Jascha
@JKampz I agree but that’s not possible. HubSpot cannot reference Outlook.
As far as your point about adding or removing team members goes, you would have to simply assign this permission to sales managers:
