CRM

ploklue
Participant

Prevent users from making themselves owners 2 times in a row

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 Votes
1 Réponse
PamCotton
Gestionnaire de communauté
Gestionnaire de communauté

Prevent users from making themselves owners 2 times in a row

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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Votes