Changing HubSpot Teams in an existing Deal

SOLVE
JSavanovic
Member

Hello,

 

Some of our users create deals for two different HubSpot Teams. The issue is, once a deal has been created the Team is defaulted to the user's primary. How can we edit the Team to allow for users' deals to be accurately reflected (without creating another deal property)? The inability to edit Teams is very limiting.

 

Thanks in advance for your attention.

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1 Accepted solution

Accepted Solutions
Jonno_Price
Solution
Top Contributor | Platinum Partner

Hello @JSavanovic - I don't believe there is a work around here because as you point out, the deal owner's primary team defines the default hubspot team property.

 

I've not come across this issue before of "some of our users create deals for two different Hubspot Teams".  Can you elaborate a bit on team structure and example scenarios where this is required? It may be that a custom team property is the only solution. Or the deal owner needs to be changed to someone who is a primary member of the team that you want to credit with the deal.   

================
Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

View solution in original post

3 Replies 3
PamCotton
Community Manager

Hello, @JSavanovic thank you for the information provided.  I wanted to add here some top experts to share their ideas, @Josh @Jonno_Price @MiguelGalvis any recommendations to @JSavanovic matter?

 

Thank you,

Pam

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Jonno_Price
Solution
Top Contributor | Platinum Partner

Hello @JSavanovic - I don't believe there is a work around here because as you point out, the deal owner's primary team defines the default hubspot team property.

 

I've not come across this issue before of "some of our users create deals for two different Hubspot Teams".  Can you elaborate a bit on team structure and example scenarios where this is required? It may be that a custom team property is the only solution. Or the deal owner needs to be changed to someone who is a primary member of the team that you want to credit with the deal.   

================
Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

View solution in original post

JSavanovic
Member

Hi @Jonno_Price 

 

Thanks for getting back to me.

 

We have some team members who split their time between two different offices, which have separate sales deals. The inability to change the HubSpot team on the deals is affecting how we report our numbers when broken out by team or user. It would be great if there were more customization available so we can reflect these differences.

 

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