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AMulready
投稿者

Segregating Business

解決

Background: We operate a large scale sales company (X) and have recently acquired another company (Y) that we want to keep seperate in our database.

 

How do we stop contacts that fill in a form for "Y" from being contacted by someone from "X". We have tried business units, but then if someone that was on "X" fills in a form for "Y" they are not getting through workflows as we have a suppression list "If Business Unit is X"

Any help is appreciated, very interested to see how others are tackling as I imagine this is a common issue

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Segregating Business

解決

Hi @AMulready,

 

This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm

 

Contacts would have to be assigned accordingly and you could then specify that contacts could either only be viewed or communicated if they're owned by the user or by someone on the same team: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

If that's not an option, could you specify why?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Segregating Business

解決

Hi @AMulready,

 

This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide#crm

 

Contacts would have to be assigned accordingly and you could then specify that contacts could either only be viewed or communicated if they're owned by the user or by someone on the same team: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

If that's not an option, could you specify why?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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