I’m so surprised this hasn’t been set-up as a basic function. Our team situation is a mess! We have teams within teams, within teams - just to enable everyone to see what they need to.
We are an international company, therefore, we have teams based on country. We have managers who oversea certain teams EG UK & South Africa. UK & USA. But HubSpot stops us doing this, if UK is already used within a certain team for example. We only want managers to view certain country leads.
WHY can’t teams just be a simple tickbox functionality?? Then we could select a user to be part of multiple teams easily.
We’re excited to let you know that the ability to add users to multiple, secondary teams is officially in beta for Professional and Enterprise customers. Over the next few weeks we will be listening to feedback and improving the product before releasing more broadly. Stay tuned and thank you for your continued feedback on the HubSpot Community!
Yep - adding to @Kierstin, the ability to add users to multiple teams should now be active. If it’s not, you can definitely reach out to your Hubspot representative and they should be able to tranfer your CRM over to the new feature.
As always thank you for your continued feedback on this issue. I’m excited to let you know that this ability has been released to all Professional and Enterprise customers. You can learn more about the functionality here.
@Dylan but what good is it? Reports only take the primary team membership into consideration. I have reported this to support. If you report based on HubSpot Team, and the user is a member of a secondary team, they do not appear on reports.
Hey @Dylan , great work, I have to agree with some of the other comments here. We’d need a little more functionality here on certain areas.
A use case on my end is where a secondary sales team is needed for separate routing/workflow assigned ownership. However, they can’t make use of the tool without switching primary teams and losing the core team functionality.