Hi! I’m a new user with a paid HubSpot Sales Seat. My admin is having difficulty finding the permission setting that will allow me to create quotes and deals. Currently, when I hover over the “Create Quote” button, pop-up text reads, “Your permissions don’t allow you to create quotes”. Can you please give me some guidance?
Hi @RVesely,
From your user permissions page, your admin can search “quote” and “deal” to find all relevant permission checkboxes:
Hi @RVesely,
Your admin would follow these steps to edit your user permissions: Manage user permissions
Once in the settings, this is what they’d be looking for:
Deal edit permissions should suffice for quotes also.
Best regards!