Is it possible to assign/tag a contact with (multiple) team members?
SOLVE
Hi,
I'm just setting up the Hubspot CRM for our business and one of the things which we'd like to do with it is to be able to see who within our business knows a particular contact. Eg I look up external contact Peter and somehow see that Frank, Daniel and Sam from our company knows him.
My option so far is to give Peter one 'contact owner', say Frank, then create a custom property with a multicheck tick list of all the people in the company so that i can select Daniel and Sam from the list.
Thing is, our company has around 100 people in it and it's growing, so that select list would be massive and annoying to have to search through to tick off the people who know him.
Given that all of the company people are registered as team members I feel like there should be a clever way be able to link a/multiple team member/s to a contact. It would just be super useful as if I want to approach someone new to me, i can look them up in the database, see that they have already worked with some of my colleagues and tailor my response accordingly. I hope that makes sense! And thank you in advance!
Interesting use case! HubSpot doesn't have any native features for this.
You could use additional HubSpot user properties (explained here, last bullet point). By default, HubSpot comes with one of these fields, the contact owner. You could add more of these fields. This would make sense if Frank is from Sales, Daniel from Services and Sam from Support – because then you could create a sales contact owner field, a services contact owner field and a support contact owner field. If Frank, Daniel and Sam are from the same department however, the above solution won't work as well.
(Using the free CRM, you can currently create 10 custom properties, see here.)
If you want to track which employees know a contact, your dropdown property would be the best fallback solution.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can now create HubSpot User properties that are multi-select, enabling you to add multiple record owners in a single property.
Why does it matter?
HubSpot User properties store a list of users in your HubSpot account. Users selected for this property are treated as record owners and have the same edit permissions for the record as an owner.
Previously, only one HubSpot user could be selected as a value. This constrained your data model in cases where multiple users needed to be owners on a record. For example, you may have a contact record representing a potential customer that is owned by multiple sales team members. Each team member needs record owner permissions so that they can reach out to the contact and make edits to the contact record. Now, this can be achieved with a multi-select User property.
How does it work?
Objects>Settings>Properties
Create a new property and select User as its fieldtype. You will select how many owners can be selected - only one, or multiple. This selection cannot be changed after the property is saved.
Notes:
Existing User properties cannot be configured to be multi-select at this time
The default HubSpot owner property is not impacted by this change
Personalization tokens for multi-select User properties are not yet supported in Marketing Email, but function as expected in Snippets, Sales Emails, and Workflows.
Who gets it?
All hubs and tiers
You can find this beta under Settings > Product updates > All.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can now create HubSpot User properties that are multi-select, enabling you to add multiple record owners in a single property.
Why does it matter?
HubSpot User properties store a list of users in your HubSpot account. Users selected for this property are treated as record owners and have the same edit permissions for the record as an owner.
Previously, only one HubSpot user could be selected as a value. This constrained your data model in cases where multiple users needed to be owners on a record. For example, you may have a contact record representing a potential customer that is owned by multiple sales team members. Each team member needs record owner permissions so that they can reach out to the contact and make edits to the contact record. Now, this can be achieved with a multi-select User property.
How does it work?
Objects>Settings>Properties
Create a new property and select User as its fieldtype. You will select how many owners can be selected - only one, or multiple. This selection cannot be changed after the property is saved.
Notes:
Existing User properties cannot be configured to be multi-select at this time
The default HubSpot owner property is not impacted by this change
Personalization tokens for multi-select User properties are not yet supported in Marketing Email, but function as expected in Snippets, Sales Emails, and Workflows.
Who gets it?
All hubs and tiers
You can find this beta under Settings > Product updates > All.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Interesting use case! HubSpot doesn't have any native features for this.
You could use additional HubSpot user properties (explained here, last bullet point). By default, HubSpot comes with one of these fields, the contact owner. You could add more of these fields. This would make sense if Frank is from Sales, Daniel from Services and Sam from Support – because then you could create a sales contact owner field, a services contact owner field and a support contact owner field. If Frank, Daniel and Sam are from the same department however, the above solution won't work as well.
(Using the free CRM, you can currently create 10 custom properties, see here.)
If you want to track which employees know a contact, your dropdown property would be the best fallback solution.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
