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Splitting One Owner's Companies/Contacts Between 2 Teams
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In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Manager B for all Ohio accounts. Looking for advice on the best way to set up Users/Teams for this situation. I hoping to avoid having to have these reps sets up 2 separate Hubspot accounts for each of their territories.
My apologies for not being clearer... Let's see if I can clarify a bit.
Rep A reports to Manager A in West Virginia, but Rep A also reports to Manager B in Ohio. Ideally, Manager A should only be able to see Rep A's activity/contacts/companies in West Virginia, not Rep A's activity/contacts/companies in Ohio. Does that make sense?
Could you share your exact requirements? Generally, what you're describing can be done easily. You would assign rep A the West Virginia contacts/companies and rep B the Ohio contacts/companies, either by bulk edit (manually) or workflow (automatically). If you want to assign these contacts automatically via a workflow, you would enroll all contacts/companies with a known location. In an if/then branch you could check whether that location is West Virginia, then assign these contacts/companies to rep A and vice versa for Ohio.