CRM

Seroga88i
Member

How to prevent change of deal owner

SOLVE

Hello,

 

I want to prevent salespeople to change the deal owner. The sales team should see all the deals of the team but changing the owner should only be possible by a sales team lead. Is this possible to configure?

 

Kind regards

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to prevent change of deal owner

SOLVE

Hi @Seroga88i,

 

This is possible but it's unfortunately a paid feature, only available in HubSpot Enterprise subscriptions: https://knowledge.hubspot.com/account/restrict-edit-access-for-properties

 

(I'm not aware of any workarounds in a free HubSpot portal.)

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
Seroga88i
Member

How to prevent change of deal owner

SOLVE

Hi @karstenkoehler,

thank you for the very fast answer! 👍

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to prevent change of deal owner

SOLVE

Hi @Seroga88i,

 

This is possible but it's unfortunately a paid feature, only available in HubSpot Enterprise subscriptions: https://knowledge.hubspot.com/account/restrict-edit-access-for-properties

 

(I'm not aware of any workarounds in a free HubSpot portal.)

 

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.