We have now started using the quote feature of HubSpot and everyone can see everyones quotes. Is there a way to get this set up as a permission so that it can be set to owned only?
Hello @TPick , thank you for posting here!
Investigating more about permissions for quotes, currently, there is not the way to restrict to own only yet, if users have access to quotes, they will also get access to all created quotes in HubSpot.
I would highly recommend you to please post this idea at our ideas forum (here).
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Kindly,
Pam