I’m out of Kudos, but this needs to happen. We operate on a dealer distribution model and different dealers would like to mange their defaults differently. Right now these different distributors are organized by Team, so the recommended solution would work.
Yes, we need that aswell. We are trying to implement HS across all teams here to have a single view of the customer and this would be veeeery important.
We need that as well, here we have MKT, Growth, Sales, Support and CS Teams using Hubspot. That improvement could solve and help a lot of processes and productivity. Think how many proprieties to manage we have in the same Deal, coming from Growth/MTK processes until CS Team
Agree to everything above. Even just having Sales and Support teams, the relevant properties are very different, and the current state means we have to individually reconfigure every support team member manually. Really inefficient.
This was introduced a couple of weeks ago. But they’ve gone and made it a ‘Sales Enterprise’ feature only, which is absurd for such a simple, necessary feature.
I have to weigh in as well on this feature as well due to its importance.
We are currently rolling out the Service Hub to a large group of various support elements for our company with unique needs for properties and process.
A team based layout control is a necessity for the growth of this product especially for larger companies that have more than one support group managing inquiries.
Bump this one up! This would be a great feature so we can utilize across marketing, sales, account management, customer success teams. It’s so difficult to get the team onboard when the properties they see first don’t necessarily make sense to them.
@mikeyrollins We had the exact same issue! We started to map it all out and then when we went to implement it, we realized it was just a poor choice of words.
Yes, please! We need this! We actually have an enterprise account with multiple companies represented and it would be great to be able to change the default contact properties shown by team, since our different teams care about different properties.
For example, our Container Sales division will need to see container size/type, condition, buy/rent etc., whereas our Freight Forwarder would need to know port of origin, port of destination, commodity, etc. Being able to have different “views” of the contact properties in the CRM for our different teams would improve our productivity and make it easier/quicker to get to the info we need most.
This would be amazing as we have so much confusion globally aroound people looking for the proepties that matter to them.
Also same sort of issue with the default Deal Creation view, as depending on the pipeline we want different types of data added.
Thanks,
Hubspot product team, I would love to see this feature implemented.
My company has two deal types:
Ad Sales
Publisher Development
Currently we show all properties to both members, but the Ad Sales team member should see different deal properties than the Publisher Development team member.
Is there a workaround to change the default properties for each user depending on their team membership?
