Multiple owners of a contact

[Colin_Perry]

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

[Anthony4]

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 · Accepted solution]

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!

[StewHeredia]

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

[karstenkoehler]

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

[Colin_Perry]

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