Hi there - we assign new contacts/enquiries for sales qualification by changing Contact Owner to a suitable sales rep. We want all such leads managed by regional sales managers, but some leads might go to marketing or service, not sales i.e. the user belongs to both marketing and sales region A. The “Extra Team” field on the user would work, but Extra Team is not available as a filter on Contact views? Why not? and how to achieve what we want (without filtering by specific users)?
Hi @HMcCall,
Happy to help here!
I’m not sure I’m fully following your requirements. Could you explain what exactly you want to filter for if not directly for users? I think I’m missing it between the lines.
I undertand you’re using the contact owner field to specify who either the assigned sales, marketing or service person is. Here my first recommendation would be to not do that - but instead create additional user properties for each department, so that a contact can have a sales owner, a service owner and a marketing owner. User properties can be created like any other property and behave like the regular owner properties.
It also sounds like you want to be able to either filter for the regional sales manager or the team.
Additional team filters, as you have already noticed, are limited in their functionality.
From what I understand, I’d recommend setting up saved views for each manager or team that filter contacts where the sales owner is any of A, B, C, D, etc. It’s not ideal because it has to be maintained when people join or leave the company, but it’s the simplest solution, if I understand you correctly, again, as the team filters don’t carry over into the team property.
Let me know if I understood anything incorrectly. If that’s the case, please provide a bit more detail.
Best regards!
Hi @karstenkoehler
Thanks - I think you understand the requirement. However we’re trying to avoid more maintenance when users move on, and also prefer to use standard ‘Contact Owner’ functionality (standard ‘My Contacts’ views etc).
I think the key issue here is why Hubspot wouldn’t treat the secondary team value just like any other property and allow filtering on it - what value does it add otherwise? I will submit that as a product idea.
We have put an interim in place where the sales role is used as the primary for anyone handling leads. Should work OK for now.
Hello Karsten,
if I have created a property as you suggested called “Customer Success Owner”, is there any chance we can tell Hubspot to use the “Hubspot Team” filter of a dashboard considering this property instead of Company Owner or Deal Owner? What happens is that Owners are the employees from the Acquisition Team while I am creating a dashboard for Customer Success, and it would be useful to filter pipelines and companies for Customer Success Owner is known. Thanks