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seufee
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Can you have different Deal Cards for different users on the same pipeline?

解決

I am wondering if it is possible to change the view of the Deals Cards in a pipeline so that different users can only see certain Cards. For example, our accountant only wants to see anything past "PO Received" and not see Leads, Quotes, etc.

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Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Can you have different Deal Cards for different users on the same pipeline?

解決

Hi @seufee,

 

You could add a secondary deal owner via a workflow at PO received deal stage. The secondary owner could be the accountant in which their settings would be set to "Owned Only".

 

Alternatively, you could create views for the accountant as to not be distracted by the other deals, however, they would still be able to access the other deals when not applying the filtered views.

 

Hope this helps!

 

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

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Josh
解決策
名誉エキスパート | Platinum Partner
名誉エキスパート | Platinum Partner

Can you have different Deal Cards for different users on the same pipeline?

解決

Hi @seufee,

 

You could add a secondary deal owner via a workflow at PO received deal stage. The secondary owner could be the accountant in which their settings would be set to "Owned Only".

 

Alternatively, you could create views for the accountant as to not be distracted by the other deals, however, they would still be able to access the other deals when not applying the filtered views.

 

Hope this helps!

 

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