Can a User be part of more than one team?

SOLVE
tjgarland
Participant

Currently we can only allocate each person to one team. Several of our staff belong to more than one team. How can we reflect this in HubSpot?

 

Further, when exploring TEAMS, how can you filter by teams? How can you delete a TEAM that's no longer required?

1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

-1- Select Team

-2- Remove Members

-3- Remove Team

 

hubspot-crm-users-and-teams-remove-team.png

 

Solved?

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
3 Replies 3
MFrankJohnson
Thought Leader


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: an a User be part of more than one team?

 

Short A: Not at this time.

 

Longer A:

Filtering the contact view for HubSpot Teams -- see image.

hubspot-crm-contact-view-filter-teams.png

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www.MFrankJohnson.com

 

Please include @MFrankJohnson in your message if you'd like me to reply.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
tjgarland
Participant

Ok. We've made some teams that we no longer can use (now that we know people can only be in one team) so how do we delete unwanted teams from HubSpot @MFrankJohnson.

0 Upvotes
MFrankJohnson
Solution
Thought Leader

-1- Select Team

-2- Remove Members

-3- Remove Team

 

hubspot-crm-users-and-teams-remove-team.png

 

Solved?

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes