CRM

SThompson7
Colaborador(a)

Edit My Companies for all users

resolver

Hi,

Can admins edit the My Companies view for all users?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Edit My Companies for all users

resolver

Hi @SThompson7,

 

The "My Companies" view is based on the property Company owner and cannot be edited. It's a default view. If you want to change what users see here, you'd have to change company record ownership: https://knowledge.hubspot.com/crm-setup/how-to-set-an-owner

 

You can however create any other filtered company view and share it with your users.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Edit My Companies for all users

resolver

Hi @SThompson7,

 

The "My Companies" view is based on the property Company owner and cannot be edited. It's a default view. If you want to change what users see here, you'd have to change company record ownership: https://knowledge.hubspot.com/crm-setup/how-to-set-an-owner

 

You can however create any other filtered company view and share it with your users.

 

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 Avaliação positiva