Customize properties within sections for left sidebar based on teams

HubSpot Ideas
1

Who (what type of role or team) is the feature for?
Sales, Solutions Engineers, Customer Success Managers, and other teams within Hubspot.

What is their goal?
The goal is to have custom left sidebar views for each team on a property level without having to create a custom section for each. That would get messy.

What value will this add?
It will help create a better user experience, aiding in data hygiene by reducing the information each team sees to only necessary ones. It will reduce cognitive overload. It will provide a granular way to customize the left sidebar.

For example:

  1. We have a section called Volume and GSV with 5 properties.
  2. SEs only need access to 4 of the 5 properties within that section.
  3. We cannot remove 1 of the properties from the section. We would have to make a new section called Volume and GSV - SEs or restrict view access on a property level.

Another example:

Same section, but properties within the sections are customized for each team.

We don’t want to have to create a section for each team, like Contract Info - Sales, Contract Info - Solutions Engineers, and so on.

cffd00fe-d058-43a8-af50-b6e958f18b40.png
cffd00fe-d058-43a8-af50-b6e958f18b40.png2068×940 116 KB

2

I love this feature except I need teams to have access to multiple left sidebar views. Example: as IT I have to continually move my access to see the left sidebar views that I’m working on. Another example, I have a view for the graphics department and I would like Customer service to see those fields as well without recreating the views multiple times under each team.