Allowing multiple people to cooperate on 1 deal

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Edyta7510
Top Contributor

Hi, 

 

In one of the business units of my company (=team), there are multiple sales people (2-4) who cooperate on the same deal. I have some questions about how to optimize their access rights. 

1. I understand that one deal can only have 1 sales owner (cannot be assigned to a team). 

2. If a particular user doesn't have access to edit deals they do not own, can they still: 

  • post a note on the deal
  • track email thread on this deal (using Outlook extension)
  • log a meeting on this deal

or this is only possible with "edit" rights? I wanted to restrict these as much as possible, to minimize any human errors. 

 

Thanks

 

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1 Accepted solution

Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

@Edyta7510,

 

1. You can use a custom property using "HubSpot User" type as a secondary owner. These users would have the permissions as the primary owner.

2. I believe they would need access to communicate with the contacts and companies associated with the deal to be able to track an email using the outlook extension or log meetings. 

 

They can leave notes on a deal as long as they can view the deal.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

1 Reply 1
Josh
Solution
Recognized Expert | Platinum Partner

@Edyta7510,

 

1. You can use a custom property using "HubSpot User" type as a secondary owner. These users would have the permissions as the primary owner.

2. I believe they would need access to communicate with the contacts and companies associated with the deal to be able to track an email using the outlook extension or log meetings. 

 

They can leave notes on a deal as long as they can view the deal.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post