This is vital to enable a team the feature “round robin.” without it, we simply cannot take advantage of this much-needed feature.
Use-case:
- Company has more than one business unit with sub-team.
- Sub-teams have hand-offs but still assist in working the deal so need visibility into the contacts and deals within a specific pipeline of deals not necessarily owned by them. To do this they need the ability to view deals and contacts from other permission-assigned sub-teams and/or parent teams.
- Example: Contact owned by field-sales then contact owner passed to inside sales to help close the deal. Field sales may continue to assist even after the deal/contact owner is moved to inside-sales team.
- Workflow Example: web inquiries that come in via a form, go into a workflow that auto-assign contacts to inside-sales team in a round-robin. This is not possible the way HS is currently set up if inside sales also need visibility into ALL deals within a specific pipeline even when deals are not yet assigned to them.
- Then there is the need for Sales ops/admin team for a specific business unit. They need visibility into the contacts and deals from multiple teams but not all deals across the company.
This feature enhancement request also posted here so this has even more votes: https://community.hubspot.com/t5/HubSpot-Ideas/Permissions-on-Child-and-Parent-Teams/idc-p/277926#M3…
and here: https://community.hubspot.com/t5/CRM/User-assign-to-multiple-teams/m-p/29000/highlight/false#M3132