I have trouble with some sales reps changing the Deals Create date. Why? Since we started measuring how many deals they are creating for a specific time period, some of them have found this property useful and are changing the date to make them look better than they are 😞
This is a property that no one should be able to change. This is for logging purposes only. Not even a super-admin should be able to change it.
Yes, there is! Navigate to Menu > Settings > Properties > Filter by Deal properties > Search for Create date. When you click on the property, you should see an option below the name, "Assign Users & Teams". This is where you select users and teams who can edit this property.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
But unfortunately field level permissions is only available in the Enterprise license. We only have the Professional license. I think this functionality should not be depending on the license you use. For me this is a standard feature if the develop team follow the principles "security by design". Wrong thinking by the Hubspot team 😞 Don't let those marketing boys fool around with security features like this.
Yes, there is! Navigate to Menu > Settings > Properties > Filter by Deal properties > Search for Create date. When you click on the property, you should see an option below the name, "Assign Users & Teams". This is where you select users and teams who can edit this property.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer