Deal Collaborator

Smart CRM & Sales Hub Account & Settings
1

I’m trying to change a deal owner and add a collaborator to a deal. The Add is there in the bottom RHC when I open the deal but it doesn’t actually allow me to add anything and I’m super admin. Any ideas?

2

Hello @AONeill7 ,

are you trying to add more that one deal owner to a deal? That wont be possible as there can only be one deal owner per deal. What you could do is create a new deal property, choose from “Hubspot User” as a format and then add the collaborator there.
Hope this answers your question :slightly_smiling_face:

Have a good day,

Antonia

3

A better anser is to use the Deal Collaborator functionality. The missing piece is that these collaborators do not have a role or specific permission (some of my collaborators are read-only)

4

What is the maximum numbers of collaborators that can be added to a deal in Hubspot ?

5

Hi @Nest2024, I hope you are doing well!

I have noticed that your question was resolved by @karstenkoehler, here.

I am sharing it in this thread as well for anyone else who may have the same question here.

Best,

Diana

6

This is now possible @AONeill7 !

  1. In your HubSpot account, click the settings settings icon in the top navigation bar.
  2. In the left sidebar menu, navigate to Objects > Deals.
  3. Select the Allow users to add collaborators checkbox.

Full details below