Hello,
I want to prevent salespeople to change the deal owner. The sales team should see all the deals of the team but changing the owner should only be possible by a sales team lead. Is this possible to configure?
Kind regards
Hello,
I want to prevent salespeople to change the deal owner. The sales team should see all the deals of the team but changing the owner should only be possible by a sales team lead. Is this possible to configure?
Kind regards
Hi @Seroga88i,
This is possible but it’s unfortunately a paid feature, only available in HubSpot Enterprise subscriptions: Manage view and edit access for properties
(I’m not aware of any workarounds in a free HubSpot portal.)
Best regards!
@karstenkoehler is there any workaround solution that can be done in HubSpot professional pla
@karstenkoehler can you please help here?
@AJ_Kakrot the answer here hasn’t changed. This requires an Enterprise subscription, there aren’t any workarounds for Professional portals; I would’ve mentioned them if there were.
Hi @karstenkoehler,
thank you for the very fast answer! ![]()