Sales Territory creation

tklat922 · ‎Apr 7, 2017

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.

roisinkirby · ‎Apr 27, 2017

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

Lösung in ursprünglichem Beitrag anzeigen

NatJee · ‎Mär 14, 2020

Has this been updated? Looking for this exact thing.

kristen_sb · ‎Mär 7, 2019

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

skblase · ‎Mär 7, 2019

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

roisinkirby · ‎Apr 27, 2017

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 · ‎Okt 1, 2018

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

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