CRM

pimjessi
Membro

Can't edit deals in the deal pipeline?

resolver

I should have all permissions to but I keep on getting denied since in the quest to solve this I have been given admin status. The admin that has given me permissions to do the rest of the editing for everything else cannot find where to grant this permission as well. Very confused, any help would be appreciated!

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roisinkirby
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Can't edit deals in the deal pipeline?

resolver

Hey @pimjessi I would reccommend checking the specific permissions that have been set for Deals. 

 

The deal editing permissions are: EverythingTeam and unassignedTeam onlyOwned and Unassigned, and Owned only.

 

It may be that your permissions sare set to only edit Deals that you or your team own. 

 

Learn more here: HubSpot user permissions guide

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roisinkirby
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Can't edit deals in the deal pipeline?

resolver

Hey @pimjessi I would reccommend checking the specific permissions that have been set for Deals. 

 

The deal editing permissions are: EverythingTeam and unassignedTeam onlyOwned and Unassigned, and Owned only.

 

It may be that your permissions sare set to only edit Deals that you or your team own. 

 

Learn more here: HubSpot user permissions guide

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