CRM

tklat922
Participant

Sales Territory creation

SOLVE

I would like to be able to create sales territories with one or multiple sales users assigned to them.  The Sales users assigned to the territories would be able to see all contacts within those terriroties, but not ones outside of their territory.  Currently the only way to restrict viewing of contacts is via HubSpot Ownership, but you can only have 1 Hubspot owner per contact or company.

1 Accepted solution
roisinkirby
Solution
HubSpot Product Team
HubSpot Product Team

Sales Territory creation

SOLVE

Hey @tklat922 thanks for the question!

This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

View solution in original post

6 Replies 6
PSinclair
Participant

Sales Territory creation

SOLVE

Pretty basic functionality in any sales company anywhere. Limit your loss and distraction by focusing hte salesperson oin their contacts/ deals only. 

0 Upvotes
NatJee
Member

Sales Territory creation

SOLVE

Has this been updated? Looking for this exact thing. 

0 Upvotes
kristen_sb
Contributor

Sales Territory creation

SOLVE

Not sure how HubSpot plans to compete in the Enterprise CRM space without territory functionality.

skblase
Participant

Sales Territory creation

SOLVE

This is one of the reasons why we stayed with Salesforce on the Sales CRM side.

roisinkirby
Solution
HubSpot Product Team
HubSpot Product Team

Sales Territory creation

SOLVE

Hey @tklat922 thanks for the question!

This feature is not currently possible in HubSpot, but you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

skblase
Participant

Sales Territory creation

SOLVE

Have there been any updates on this since Sales Enterprise has been released?