Account & Settings

mjwilson
Participant

See the Contact Owner but Restrict Viewing the Properties

We have a bunch of account executives who compete against each other for sales. Very often, they will come across a contact that someone else already owns - but they're unable to see who. 

 

Is it possible for them to be able to see who owns a contact in our database, but restrict their ability to open that contact and see the properties, like email and phone number? 

0 Upvotes
mjwilson
Participant

See the Contact Owner but Restrict Viewing the Properties

Hey Webdew, 

Thanks for your reply - although I think you may have misunderstood my question. We're not having any issues assigning contacts to our AEs. And I assure you we're not wasting resources. 

 

Our problem is that our AEs will sometimes meet a new contact in person, say at a conference, or business meeting, and then when they go to enter that contact in our database, if someone already owns it, they can't see who, to let them know what the conversation in person has been. 

 

In other words, we need a way for our AEs to be able to see the owner of a contact, but not all of the properties associated with that contact. 

 

0 Upvotes
webdew
Guide | Diamond Partner
Guide | Diamond Partner

See the Contact Owner but Restrict Viewing the Properties

Hi @mjwilson ,

If the sales reps have the access to whole database, then yes they can see who owns the contact. You can do the setting here: Settigs > Users and Teams > Click user name > CRM (Object access).
I will advise you to assign the contacts to sales reps and set the CRM setting so that tey can access the contacts assign to them only. If the different sales reps are talking to one contact at av time, this is completely a wastage of resurce plus, this alos irks the contact. And you might loose a potential client.
Also check this article here: Assign ownership of records (hubspot.com)

Hope this helps!


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