Prevent users from making themselves owners 2 times in a row

ploklue
Participant

Hi there,

 

We have a workflow set up so that salespeople are limited as owners of an account for 90 days. At the 90 day mark, hubspot automatically removes that person as owner and leaves the property as "no owner".

 

The problem is that our sellers are making themselves owners at day 91 again, and then the 90 day resets.

 

Is there a way for me to prevent them from being able to make themselves owners 2 times in a row?

 

Thanks!

0 Upvotes
1 Reply 1
PamCotton
Community Manager

Hello @ploklue,

 

At the moment there is not a way to prevent the deal owner to be the owner twice in a row. 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

 

Kindly,

 

Pam

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