I am trying to round robin contact ownership across different teams. The issue is that some people are on multiple teams, but Hubspot will not detect them (besides their primary team) when selecting these teams for round robin distribution. Is there another way to navigate this? What exactly is the rationale behind this constraint? I find it hard to believe that Hubspot would not have any company where there are use cases of sales team with multiple people on different teams be it for geographical or other segmentation criteria.
Hi @RalphM87,
This is unfortunately not possible at this stage, correct. However, other users have requested this before:
- https://community.hubspot.com/t5/HubSpot-Ideas/Allow-users-to-be-primary-team-member-of-more-than-one-team/idi-p/372981
- https://community.hubspot.com/t5/HubSpot-Ideas/Addressing-Extra-and-Main-Team-member-limitations/idi-p/910244
- https://community.hubspot.com/t5/HubSpot-Ideas/Rotation-Option-quot-Rotate-between-Child-Teams-quot-and-quot/idi-p/359820
- https://community.hubspot.com/t5/HubSpot-Ideas/Allow-Extra-teams-to-be-used-in-Rotate-record-to-owner-Workflow/idi-p/869559
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. Iād recommend commenting and upvoting.
The first one on the list is already marked as āIn planningā by the product team and there is a comment with a link to a feedback form:
You can also help other HubSpot users find these requests more easily (and drive traction) by accepting my reply as a solution. Iād appreciate it, too.
Have a great day!
This might help you: Redirecting to: /smart-lead-ticket-routing/
Itās an app we built for a better Round Robin action.
You can select individual users across your HubSpot account so the additional granuality might help you with your āAcross teamsā problem.