Creating or hiding contact lists for different teams/members
SOLVE
Hi, I urgently need this help. Can anyone tell me how can I hide or make separate contact lists for separate teams or group members? In this way, the teams will see only their assigned contact lists when they open their HubSpot so that they don't get confused about which contacts they have to work with. But the Admin or the Sales Head will be able to see all the contact lists whenever he wants.
Please please help me out with this. This would be really helpful for me. Thanks in advance.
List partitioning is currently in beta and limited to Enterprise subscriptions. In other words, if you're using the free CRM or a Starter or Professional license, this would not be available to you.
If that's the case, I'd recommend following a clear naming convention for your lists and placing them in folders, corresponding to teams, for example. For actual access restricting, you would work with user permissions as detailed here.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
List partitioning is currently in beta and limited to Enterprise subscriptions. In other words, if you're using the free CRM or a Starter or Professional license, this would not be available to you.
If that's the case, I'd recommend following a clear naming convention for your lists and placing them in folders, corresponding to teams, for example. For actual access restricting, you would work with user permissions as detailed here.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer