Is it possible to see ALL leads in the UI as any leads that have a contact owner other than myself don’t show up here. Makes sense as it states ‘Your Leads’ but not helpful when you need a view that spans team members and other contributors.
Couple of use cases
I work with a third party who doesn’t use Hubspot and need to see which leads they are managing and which one’s are mine. (Don’t say get them to use Hubspot as that in not an option!).
For overall management and visibility I need to see the lay of the land > I am in a player/manager role.
Yes, I can see this info through a report but the Lead Managagement functionality drives a workflow and it is as much about editing etc just seeing a report.
How do others get around this?
Making me the contact owner for all leads would be problematic and I don’t want to have to add new fields if that is avoidable becuase it ‘breaks’ some of the standard reporting when you use ‘Lead Owner’.
Curious is there a way for a super admn to login as someone else (so I could see the UI through another person’s eyes) this might be an acceptable workaround. Don’t really want to have to actually log in and out all the time… Haven’t seen this feature in Hubspot but familiar with in in other platforms.
As an aside, if I compare the User Experience in Forescasting I can back up a level from my world to see all Team Members forecast landscape… so why not in Leads world?
