I’ve been configuring Hubspot on the basis of the wording “customise the properties your team sees”. I have now found out this doesn’t actually mean Teams at all, and just means all users, and I’ve been making changes that affect all the other teams. This is very poor copy as been pointed out. To have the ability to customise views based on Hubspot Teams is very high on my list of requirements.
I’ve brought this up to HubSpot numerous times. Have said this is a significant roadblock in our subscription. We have various departments with different needs. Some departments have already decided to use other services to handle their daily actions instead of HubSpot due to the lack of custoization. Its a shame… and this should absolutely be an option here.
Would liek this feature added.
How is this not already in HubSpot! I feel like Hubspot has thought of almost everything but every once and a while we run into these roadblocks and are just floored they haven’t thought this through. Most companies have many departments that have need of different information. It would be so helpful to have our teams interact with the pertinent fields and not have to wade through other teams settings. Which just makes it a hodge podge of needed un-needed fields on their screens.
This would be really helpful! Especially if we were able to create differing views of which properties appear when users create new deals/contacts, etc. based on which team they belong to. This way since they will likely own the record, the values that this particular team needs will always be filled out without cluttering the creation view with tons of other unnecessary fields.
Hi All,
Having the same issue here. I had assumed that my Business Development Executive had access to the properties I had set on leads, until he shared my screen with me and that seems not to be the case.
A real shame as now I have to, as others have explained on here, screenshare with him and get him to pick the right properties. I dread having to go through this process with my next sales hire!
It has been years since this thread has started and there is a clear need for this functionality. I have not seen a response from Hubspot since the original post, which is a real shame.
Hopefully more messages like this will bump this requirement up the roadmap list!
Good luck to anyone facing the same predicament!
Hi all! I’m Jeff, from the CRM product team at HubSpot.
For anyone who might have missed it in the flurry of updates as part of the Sales Hub Enterprise launch, team-based property views for records is now available in the CRM! You can now customize the properties sidebar for different teams separately, meaning everyone can see what they need, and not what they don’t. Refer to this article in the knowledge base for more information.