Changes made as admin to left side panel not showing on records
lösung
I have amended the view for my sales team in the "customise left side bar panel" page. But when I then go to check on the customer page records, the left panel view has not updated to the new changes.
Once you customize the default sidebar for an object, it will apply to all new users in your HubSpot account. Existing users will continue to see their own customized About section, but can reset their view to access the account-wide default About section instead.
Are you experiencing something else? If so, could you provide a bit more detail?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Once you customize the default sidebar for an object, it will apply to all new users in your HubSpot account. Existing users will continue to see their own customized About section, but can reset their view to access the account-wide default About section instead.
Are you experiencing something else? If so, could you provide a bit more detail?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Changes made as admin to left side panel not showing on records
lösung
Hi Karsten, akthough I knew that users can override the admin view, I assumed that when a new admin view was created, it would automatically over-ride any local user views. I now see that this sint the case, anf they have to choose to reset to default to view the new admin view. Thanks for your help.