CRM

Colin_Perry
Contributor

Multiple owners of a contact

SOLVE

We have 2 areas of our business that has a legitimate interest in dealing with the same contact.  If we assign an owner to the contact that is in one team, because we are using the Teams Hierarchy, it hides that contact from the other team.  

 

Does anyone have any suggestions for how we can manage contacts that need to be seen by more than one team whilst still using the teams hierarchy?

Thanks

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

Multiple owners of a contact

SOLVE

Hi @Colin_Perry,

 

HubSpot lets you create additional owner properties. These can be created like any other property, simply select the type "HubSpot user". When I last tested this, permissions respected ownership of any owner property.

 

In other words, you could set up another owner property for the second team.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

7 Replies 7
AvdG
Participant

Multiple owners of a contact

SOLVE

@karstenkoehler I know I'm posting on an old thread but I set this up in our instance and so far it works well. I can have two different Hubspot Teams on a contact record and they both can see it. However it seems that any activity that is linked to the contact can still only be seen by the respective teams. So the Team 1 cannot see any activity done to the shared record by Team 2. Is there a way to enable both teams to see each others activity on a shared contact record? 

0 Upvotes
AvdG
Participant

Multiple owners of a contact

SOLVE

OK - I found the solution not long after posting my question. The "CRM Emails" permissions were set to "CRM Emails their team owns" so I set that to "All". Same for Notes. Now each team can see the others activity. 

0 Upvotes
Anthony4
Member

Multiple owners of a contact

SOLVE

Thanks for your help Karsten.
But how is it possible to create this property with the API ? I don't see any option in the documentation.
Thanks

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

Multiple owners of a contact

SOLVE

Hi @Colin_Perry,

 

HubSpot lets you create additional owner properties. These can be created like any other property, simply select the type "HubSpot user". When I last tested this, permissions respected ownership of any owner property.

 

In other words, you could set up another owner property for the second team.

 

Let me know if you have any follow-up questions!

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.

StewHeredia
Participant

Multiple owners of a contact

SOLVE

Hi @karstenkoehler ,

 

I set up additional Hubspot user properties and they are not recognized in the filter "contact owner". Is there a way to have that filter include all owners of a contact?

 

Thank you,

Stewert Heredia

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Multiple owners of a contact

SOLVE

Hi @StewHeredia,

 

The Contact owner property only filters for the default property. There aren't any settings that would make this default filter include additional owner properties.

 

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 Upvotes
Colin_Perry
Contributor

Multiple owners of a contact

SOLVE

Great, thanks for that Karsten.  All created and working 🙂