CRM

VLANARD
Member

Contact/Lead collaboration

SOLVE

It should be great to have the possibility to share collaboration with other users. Same as existing collaboration on deals.
Exemple : 
I'm sales manager. Iwould like to share contact with other user (sales) on my team but I need to stay the owner. Each user on my team has only acces with contact they own.

1 Accepted solution
franksteiner79
Solution
Recognized Expert

Contact/Lead collaboration

SOLVE

Hi @VLANARD 

 

Are you aware of the "team only" access to contacts? This allows members of the same team to see each others contacts whilst remaining owners of their own contacts.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

View solution in original post

0 Upvotes
1 Reply 1
franksteiner79
Solution
Recognized Expert

Contact/Lead collaboration

SOLVE

Hi @VLANARD 

 

Are you aware of the "team only" access to contacts? This allows members of the same team to see each others contacts whilst remaining owners of their own contacts.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
0 Upvotes