CRM

Frankie
Participant

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

SOLVE

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!

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

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

SOLVE

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

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

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

SOLVE

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

SOLVE

Thanks Phil!

0 Upvotes