nov 14, 2016 11:44 AM
I work as a business development manager for two seperate wealth management firms. I wanted to know if there is any way to set up Hubspot so that all information is public in lead status but then becomes private to each user once it becomes a customer? Although I work on behalf of both companies they will need to protect their clients information once the sales process gets to a certain point. We are also looking to upload existing clients onto the CRM which would be private immediately. Any help or work around ideas would be very welcome!
All the best,