I have given ownership of some contacts to a new sales hire. I want him to be able to see the email history of previous emails from/to these contacts so he has context when emailing them. How can I set that up?
Hi @chrisdlee,
Unless you’re open to assign this user “view all” or “team only” (and assuming that these emails were all logged by a team member) permissions… HubSpot user permissions guide
… this is surprisingly complicated.
You would have to bulk assign all existing emails to this new user, which is easiest done through a contact-based workflow:
- Create a contact-based workflow
- Enroll contacts owned by your new user
- Use “Edit record” to update on all associated records of the object “Email” the value of “Activity assigned to”.
Keep in mind that this will change ownership of these emails and might retroactively affect your reporting on sales (email) activities.
There is no setting that would allow a user to see emails logged to a record that they own specifically.
Best regards