HubSpot Ideas

jjfieldsma

Account Overview Access

Currently the only role that can access the Account Overview is someone who is a SALES HUB ADMIN. 

 

However, we have an account team (not sales team) who would benefit from this view as it provides a snapshot of information relevant not only to sales but to their management of customers. In particular the inline management of the buyer role where you can see all company members at once (very helpful!) I do not need these team members to be able to do all the other SALES things - deals, forecasting, sales reports and what not - so paying for an entire seat for the aggregated view and management of info available elsewhere in the HS UI seems a bit much. 

 

I think Account Overview should be a CRM feature, not a SALES HUB feature and permissions adjusted.  

 

Thank you!