Hello all!
We are currently facing the following challenge: Every employee has their own HubSpot account and is therefore stored as a “contact record”. Of course, we also have clients who are managed as contacts.
Of course, there are other properties that are more important to an employee/colleague than to our customers. Likewise, there are properties that only apply to clients and not to our employees/colleagues.
For example, customers have a customer number. For customers, we need to see the last marketing email opened. We also need to see the last purchases made. The current “lifecycle phase” is also important to us.
For employees/colleagues, all this is irrelevant. We are more interested in recent activities or statistics. For employees, we don’t need a customer number or the current lifecycle phase. For our sales force, for example, an overview of assigned customers or statistics on deals would be nice.
Unfortunately, it is not currently possible to create two separate views of the contact record, but this is exactly what we, and possibly many other HubSpot users, need. I would solve this with creating separate views for contact records and assigning them either manually or by a contact property. Alternatively, you could simply distinguish between contact records and HubSpot users.
This would make our job a lot easier and help us organize our work with HubSpot.
What do you think? Do you already have a workaround? How do you handle a situation like this?
Before the team view is suggested: This isn’t what I’m looking for. I don’t want to control what other HubSpot users can and can’t see about Customer XY. This is really about a separate view between “normal” contact records and those of HubSpot users.
I’m open to any creative input!
Regards, Manuel