CRM

Frankie
Participant

One user updates properties on CRM tool but other users can't see updates

Résolue

Hi,

My company uses Hubspot CRM (free tool), we have one account with four users. However, when one of the users updates the properties and columns in contacts, companies and deals none of the changes can be seen on other users' screens - how do I fix this? 

Thanks!

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1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

One user updates properties on CRM tool but other users can't see updates

Résolue

Hi @Frankie

 

Editing your own view, only changes your view of the database. 

 

If you want to specify what all users when looking at certain screens you can set this system wide in settings. You can read more about this here: How do I customize the view for all users in my CRM?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

2 Réponses
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

One user updates properties on CRM tool but other users can't see updates

Résolue

Hi @Frankie

 

Editing your own view, only changes your view of the database. 

 

If you want to specify what all users when looking at certain screens you can set this system wide in settings. You can read more about this here: How do I customize the view for all users in my CRM?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
Frankie
Participant

One user updates properties on CRM tool but other users can't see updates

Résolue

Thanks Phil!

0 Votes