Two Users on One account
Sep 6, 2018 10:27 PM
I am trying to work out a way to have two Contact Owners (Users) access one account. I have added one Contact Owners field and that works fine. I originally asked Hubspot for help with this and they suggested creating a Contact Owner 2 field and chosing Hubspot user dropdown which I have done. This works fine and emails the 2nd Contact Owner (user) by email to let them know an account has been allocated to them but when you click the link, you can see the file and then when you go back to Accounts, it is not there?
Can anyone help with this please. No one is online at Hubspot to ask for help.