Changing a client's team assignment
Aug 15, 2017 5:31 PM
Hubspot (basic) is automatically enrolling ciontacts all into the same team. I have created multiple teams and want to assign contact A to Team A so that only Team A and super users can see the activity on the contact. However when I look at the yeam assignment under properties it does not allow me to change it and I am a Super Admin. This is of critical importance if we are to continue using this CRM.
We are a primary company that will be overseeing sales and marketing for a number of independent companies all of whom will have their own limited access to the CRM to create contacts, read and write email, create meetings etc. Each of those secondary companies needs to be sandboxed from the activity of every other company - not see their clients, contacts , emails etc.
1. Will teams accomplish this?
2. If so how do I change the team a contact or company is assigned to?
3. If not is there another way to accomplish this in Hubspot (any version)?