One of the sales guys still has the old hubspot layout.
How can I change it for them?
Also is there a way where I could view more than 5 contacts at the same time in an account, instead of just 5?
Hey @KKotha
Can you share the screenshot of the view you are asking about so that I can help you in this
Hello @KKotha,
I’m not quite sure without a screenshot - but the new global HubSpot layout (navigation on the left) should apply to all accounts without any way to revert. If the user still has their global navigation at the top of the screen, then it’s likely a bug and you may need to contact HubSpot support to resolve.
You might be able to fix if yourself - there used to be a way to stay on the old layout, maybe his account got stuck. You can check by impersonating the user, and clicking their account in the top right.
If that’s not “view” you’re talking about, you’re probably referencing a custom record view. (More info on custom views here.)
You’ll want to check and make sure the user is in the correct team and/or view by going to:
Settings > Object in Question (on the left, such as Contacts/Deals) > Record Customization (top center tab), and the ensuring that user is assigned appropriately to the view in question.
To view more than 5 associated contacts at a time from inside another record, the only thing you can do is click the “View associated contacts” link below:
I’m not quite sure if that answers your questions - if I’m off-base just drop a few screenshots of what you’re seeing and I’ll be able to better assist!
I hope that info helped! Cheers!