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Solved
PBaan25 on June 26, 2023
Use case: I want to be able to automatically asssign a task to the manager of a sales rep in an organisation with many different teams and thus sales managers. For this, I want to be able to use some sort of hierarchy in roles, so the systems know read more
1 upvote
4 Replies
Accepted solution
Participant
October 04, 2023 10:31
I guess solving it the workflow way doesn't work either. Created a new property "manager" using the "user"-property type. The created a workflow that...read more
MKainu on January 06, 2023
Hi all! I've been going down some holes to try and find a difinitive answer to this - is there a clearline way to Export all Activities from PipeDrive (including ones associated with Deals and those that are not but might be associated with jus read more
Participant
January 10, 2023 11:41
Hi CMansell, Still no luck with a quick route. Having to wait for our company's IT support to see if we can do something along the API route whic...read more
Solved
MKainu on January 05, 2023
Hi all! I'm still fairly new at HubSpot and am still in the learning process of how everything all trickles down for Users and Permissions. I'm curious to know if there is a way to create Permissions by Team versus by User? This would save read more
3 upvotes
8 Replies
Accepted solution
Most Valuable Member | Elite Partner
January 05, 2023 14:07
Hi @MKainu . You can create permission sets (naming them as teams for user access) as Frank mentioned. You can also create teams in HubSpot and ...read more
Solved
WA on February 03, 2022
we would like to integrate a second brand so we can break down all processes by brand for example: a second primary domain, a second knowlegde base and so forth.
Accepted solution
Hall of Famer | Partner
March 17, 2023 01:19
Hi @WA , Good news, multiple knowledge bases are now in beta. Below is the announcement, here's the knowledge base article: https://knowledge...read more
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