Sharing Leads

Hi @JZajac,

26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of making changes in the wrong portal, there are implications for how consent (or lack thereof) is tracked, e.g. if a contact unsubscribes from all communication in one portal but is still being contacted through others. Generally, overlapping sales activity could not be noticed as contacts could potentially be worked by multiple sales persons at the same time.

The solution here would be one HubSpot portal with the correct permission settings. HubSpot can be set up in a way that users only see their own contacts (owned-only) or contacts from their team (team-only). The latter requires a Professional subscription, the former is available in the free CRM and in Starter subscriptions.

As a result, you would have all sales persons in one HubSpot instance, only seeing their own contacts or the contacts of their team ( = reseller). Contacts could only be owned by one sales person, blocking other sales persons from working the same contact. If a contact lets anyone know that they do not ever want to be contacted again, there wouldn’t be a risk of it going unnoticed by other sales persons.

If you want to evaluate how permissions could look like in a Professional subscription, happy to assist and provide help.

Best regards!