Cannot see teammate emails

JustinBarsketis
Member

Hello,

 

Whenever one of our teammates adds a new contact, it is not viewable by other teammates. Also when emails are sent with the extension, they are not viewable in the other teammates accounts.

 

All of our teammates are super admins in the users section, and there are no options available to change permissions for them.

 

How do I keep the contacts and emails synced between our accounts, we do not want to accidently email a lead when another teammate has already done so.

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Remember, in order for HubSpot Teams to see each other's contacts the Contact Owner must be on the same team.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
5 Replies 5
MFrankJohnson
Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a 'solution'. (HubSpot word)

 

Q: "All of our teammates are super admins ..."

 

Short A: Wait. What?

 

Longer A:

Can anyone say, "too many chefs spoil the soup?"

 

Sounds like you guys are on a serious path to HubSpot self-destruction. First and foremost, setup one (1) or two (2) Super Admins MAX who will OWN HubSpot.

 

Solve this first, then take a look at how HubSpot Teams are behaving. Otherwise, you're wasting your time with the tool.

 

Does that help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


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www.MFrankJohnson.com


Please add @MFrankJohnson to your message if you'd like me to reply.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
JustinBarsketis
Member

Hello,

 

I only have one other teammate that is helping me test the system and help set it up. I will try downgrading him later today and report back if the contacts start becoming shared.

0 Upvotes
MFrankJohnson
Solution
Thought Leader

Remember, in order for HubSpot Teams to see each other's contacts the Contact Owner must be on the same team.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
JustinBarsketis
Member

Okay so putting them on the same team led me down the rabbit hole that solved my issue.

 

For some reason I had a "company" account and a "personal one". I am unsure how both were created as I only used one email to set up the original account.

 

I deleted the extra account and made sure my company account was on the same team as my team mates and it fixed the issue.

 

Thank you for your help

MFrankJohnson
Thought Leader

Excellent. Please mark as 'solved' so other searchers will see the solution.

 

Thanks.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes