CRM

Frankie
参加者

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

解決

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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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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
参加者

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

解決

Thanks Phil!

0 いいね!