CRM

tjgarland
Participante

Can a User be part of more than one team?

resolver

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?

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MFrankJohnson
Solução
Autoridade no assunto

Can a User be part of more than one team?

resolver

-1- Select Team

-2- Remove Members

-3- Remove Team

 

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

 

Solved?

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Exibir solução no post original

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MFrankJohnson
Autoridade no assunto

Can a User be part of more than one team?

resolver


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

share-on-Linkedin-Button-75x19.png 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 

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

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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tjgarland
Participante

Can a User be part of more than one team?

resolver

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.

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MFrankJohnson
Solução
Autoridade no assunto

Can a User be part of more than one team?

resolver

-1- Select Team

-2- Remove Members

-3- Remove Team

 

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

 

Solved?

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Avaliação positiva