Deal Collaborator

AONeill7 · ‎Jan 25, 2023

I'm trying to change a deal owner and add a collaborator to a deal. The Add is there in the bottom RHC when I open the deal but it doesn't actually allow me to add anything and I'm super admin. Any ideas?

antonia_kraft · ‎Jan 25, 2023

Hello @AONeill7 ,

are you trying to add more that one deal owner to a deal? That wont be possible as there can only be one deal owner per deal. What you could do is create a new deal property, choose from "Hubspot User" as a format and then add the collaborator there.

Hope this answers your question 🙂

Have a good day,

Antonia

View solution in original post

Nest2024 · ‎Feb 8, 2024

What is the maximum numbers of collaborators that can be added to a deal in Hubspot ?

DianaGomez · ‎Feb 28, 2024

Hi @Nest2024, I hope you are doing well!

I have noticed that your question was resolved by @karstenkoehler, here.

I am sharing it in this thread as well for anyone else who may have the same question here.

Best,

Diana

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Steve0 · ‎Feb 20, 2023

A better anser is to use the Deal Collaborator functionality. The missing piece is that these collaborators do not have a role or specific permission (some of my collaborators are read-only)

antonia_kraft · ‎Jan 25, 2023

Hello @AONeill7 ,

are you trying to add more that one deal owner to a deal? That wont be possible as there can only be one deal owner per deal. What you could do is create a new deal property, choose from "Hubspot User" as a format and then add the collaborator there.

Hope this answers your question 🙂

Have a good day,

Antonia

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