Team Access Based On A Deal's Status

Smart CRM & Sales Hub CRM
2

Hi @lay,

Welcome to HubSpot and the Community!

I wanted to share this HubSpot User Permissions Guide and this knowledge base article on Creating and Managing Teams in HubSpot.

There is also an Enterprise-level feature where you can restrict view and limit access to properties. You can read more about this in this knowledge base article.

I also wanted to invite our subject matter experts to see if they have advice.

Hi @franksteiner79, @Aakar, @Josh - Do you have any recommendations for @lay’s use case?

Thank you!

Best,

Kristen