CRM

tklat922
参加者

Sales Territory creation

解決

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.

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roisinkirby
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

Sales Territory creation

解決

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件の返信
NatJee
メンバー

Sales Territory creation

解決

Has this been updated? Looking for this exact thing. 

0 いいね!
kristen_sb
投稿者

Sales Territory creation

解決

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

skblase
参加者

Sales Territory creation

解決

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

roisinkirby
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

Sales Territory creation

解決

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
参加者

Sales Territory creation

解決

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