CRM

Frankie
Teilnehmer/-in

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

lösung

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 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

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

lösung

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 Antworten
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

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

lösung

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
Teilnehmer/-in

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

lösung

Thanks Phil!

0 Upvotes