CRM

tklat922
Participante

Sales Territory creation

resolver

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 Soluciones aceptada
roisinkirby
Solución
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Sales Territory creation

resolver

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

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5 Respuestas 5
NatJee
Miembro

Sales Territory creation

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Has this been updated? Looking for this exact thing. 

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kristen_sb
Colaborador

Sales Territory creation

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

skblase
Participante

Sales Territory creation

resolver

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

roisinkirby
Solución
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Sales Territory creation

resolver

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
Participante

Sales Territory creation

resolver

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