Colleague can't view deals

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Does anyone know why one of my colleagues can't see the Deals that have been created yet my other colleagues can? This colleague can see the Deal stages and also all contacts and companies but for some resaon the Deals that have been added are visible to me and my other colleagues but not her?

Very strange! Any suggestions??

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Regular Contributor | Diamond Partner

Hi @Adam4,

 

This sounds like a user permissions issue to me. Navigate to your colleague's user record (Settings>Users & Teams>Click on specific user) and under the "Sales" tab, look at the Deal Access settings. There settings for "View" and "Edit" and there are options you can set for each as follows:

 

hubspot-user-sales-settings.png

 

My guess is your colleague may have theirs set to "Team Only" or "Owned Only."

 

Let me know if this helps!

 

Best regards,

 

Mike

Head of Marketing and Operations

Measured Results Marketing - HubSpot Diamond Partner

 

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