Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, …

Hey @JZajac welcome to the forum! The first thing that comes to mind to set up a new team ( knowledge base ) within Hubspot is…

Hi @JZajac , 26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of …

This sounds like a good solution but I just setup a mock Team using my personal email but when I go to change a company’s Hub…

Hi @JZajac , The team property is a read-only property, correct. It shows the team of whoever the owner of a record is. To ch…

Ah I see. After I changed the owner of the contact/company owner the team property updated. Back to my originial post, it sou…

Hi @JZajac , What do you mean when you say ‘new users’? You would invite the sales persons to this portal, adjust their permi…

Check out reveal.io . It’s a cool vendor that I have checked out that has the ability to share leads via any crm.

Hi @JZajac , @CUrsu1 , @BTenPas , @karstenkoehler , @MrJustinGivens , Makes a lot of sense! Introw is a HubSpot app allowing you …

Sharing Leads

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CUrsu1 December 3, 2022, 5:06pm 10

Hi @JZajac ,

I implemented exactly this scenario for a manufacturer using teams and subteams, we had over 700 independent stores each with their own access. Feel free to reach out if you want to chat.

Cheers!

Corina

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