Shared deal board
SOLVE
1 Accepted solution
Shared deal board
SOLVEHi @SimonJ18,
Your deal dashboard will be shared with individuals based on their user settings within HubSpot.
When you edit someone's permissions, go to the Sales tab and you'll see Deal Access. From here you have the ability to choose whether that user can see and/or edit their own deals, their team's deals, or all deals. If you set this to view Everything, that pipeline would be shared.
Here's an article on changing user permissions.
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Platinum Partner & HubSpot Certified Trainer |
Shared deal board
SOLVEHi @SimonJ18,
Your deal dashboard will be shared with individuals based on their user settings within HubSpot.
When you edit someone's permissions, go to the Sales tab and you'll see Deal Access. From here you have the ability to choose whether that user can see and/or edit their own deals, their team's deals, or all deals. If you set this to view Everything, that pipeline would be shared.
Here's an article on changing user permissions.
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer |
