CRM

CateDuarte
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

Deal Split - restrict access

解決

Is it possible to limit access to whom is able to activate deal split (inside each deal)? 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deal Split - restrict access

解決

Hi @CateDuarte,

 

Not at this stage, unfortunately. If a user has deal edit permissions, they can also split a deal. (If you're referring to enabling/disabling the feature, that can only be done by a super admin.)

 

I think this is valid feedback and you could submit it to the HubSpot Ideas section of the community. The product team reviews these posts by popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deal Split - restrict access

解決

Hi @CateDuarte,

 

Not at this stage, unfortunately. If a user has deal edit permissions, they can also split a deal. (If you're referring to enabling/disabling the feature, that can only be done by a super admin.)

 

I think this is valid feedback and you could submit it to the HubSpot Ideas section of the community. The product team reviews these posts by popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
CateDuarte
トップ投稿者 | Elite Partner
トップ投稿者 | Elite Partner

Deal Split - restrict access

解決

Thank you for the quick feedback. 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
0 いいね!