Allow agency employees to set up features without the need for the specific (Sales/Service) license
Hi,
As a agency employee I wanted to set up a deal based workflow for one of our customers. Unfortunally I need to occupy a Sales Professional seat to be able to do that.
I would like to be able to set up these kind of tasks/features as an agency without the need for the appropriate license. Otherwise it's hard to deliver our services and it feels rather odd to demand a Sales Starter or Pro seat of our customers just to be able to do this...
This goes for any feature that is available in the clients portal for Sales and Service Hub:
Deal based workflows
Quote based workflows
Ticket based workflows
Snippets
Sequences
Etceterac
Anything should be managable for agency employees so they can provide their services in HubSpot.
As an agency setting up HubSpot Sales Pro for our customers I need access to set up all the functionalities in HubSpot Sales Pro (messages, templates, sequences, documents and workflows connected to the sales process). This is not the case today and makes it hard for me to help our customers on this journey,
I suggest a possible admin setting in HubSpot Sales Pro for agencies.
Would be great if Super Admins also had the ability to only edit (but not use) the Sales / Service professional features for other users in the account.
A use-case would be that I'm only looking to create and edit sequences for users in our own portal.
- Posted on behlaf of Joe Smith
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