CRM

APCJon
Participant

Logging calls

SOLVE

I have just taken over and I am trying to readjust the culture from sending all email to more interactions and more phone calls.  We have incoming and outgoing phone calls.  We have inside and outside reps.  Right now, there are restrictions on what accounts reps can log call information onto.  Where do I adjust the permissions so the inside reps can record information on the accounts so outside reps can see what was spoken about.

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Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Logging calls

SOLVE

Hi @APCJon,

 

You'll want to adjust this in the users and teams section under settings. For the users that need to be able to see more than just what they own, you would want to set their contact view settings to either everything or team (if they're on the same team). 

 

Here's the permissions guide, which is very helpful.

 

If it would be helpful to discuss this on a call, I'd be happy to walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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1 Reply 1
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Logging calls

SOLVE

Hi @APCJon,

 

You'll want to adjust this in the users and teams section under settings. For the users that need to be able to see more than just what they own, you would want to set their contact view settings to either everything or team (if they're on the same team). 

 

Here's the permissions guide, which is very helpful.

 

If it would be helpful to discuss this on a call, I'd be happy to walk you through it.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer