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Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals

I am carrying this idea just over from the old HubSpot ideas plattform:

  1. Here (with a great suggestion on implemenation)
  2. And here

"Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and Deals in the CRM."

 

"In our case we have multiple people working on the same deal. Currently all I can do is filter the deals by the hubspot owner but I would love to be able to track the ROI of individual salesmen but I get incomplete data right now because they might have worked on part of a quote that was assign to someone else because we cant add multiple users."

 

The problem shows up when you set users so that they can only see their assigned contacts and unassigned contacts.

 

The current workarounds (not setting a user or just not working in a team) are... less than satisfactory. It would be great to hear when this change comes.

 
 

 

 
 
HubSpot updates
85件のコメント
AaronM
一般投稿者

marshah,

I don't see a "Secondary Owner" or "Additional Owner" property.

I can create a custom property but this won't allow us to use view permissions by those customer properties?

marshah
常連投稿者

Aaron,

You have to create a new Property called Secondary Owner in Contacts and/or Companies using the Field type, Hubspot User when you create the new property.  Then you can designate a secondary owner for each contact and/or company individually or in groups of contacts or companies.

 

Hubspot told me yesterday that this secondary owner property retains the permissions of the main owner automatically.  I should have tested it already today but haven't had a chance. 

jviehman
新規投稿者

My company totally needs this! We have many customers who are both classified customers and standard customers. Our classified department has an entirely different sales staff than our standard sales staff. Thus, I am hoping to find a way where i can have multiple 'contact owners' (=sales reps) associated with one individual customer.

 

I vote yes on getting this set up as soon as possible!

HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: Delivered

Permission sets will now be applied to all custom "Hubspot user" type properties in all portals!

Steve_Vincent
一般投稿者

Hi jsg121, that sounds great, but could you explain exactly what you mean? Thanks

 

-Steve

Steve_Vincent
一般投稿者

Sorry, I guess that was pretty self-explanitory. I assume you mean the permission levels set per User will now be reflected in any Custom Property that contains HubSpot User data.

 

HubSpot製品開発チーム
HubSpot製品開発チーム

Hi @Steve_Vincent, that's correct! One clarification - the property needs to have the Type "HubSpot User". It can't be a Dropdown select type that contains HubSpot user information. More information can be found in this product update:

https://www.hubspot.com/product-updates/two-updates-to-permissions-that-give-admins-more-control

rachelatscorr
一般投稿者

Hi jsg121, while the update you reference is a great idea, I believe that update does not fix/answer what this thread is about. We are looking for a way to have a multiple checkbox/HubSpot user hybrid field type for custom properties. 

Steve_Vincent
一般投稿者

@rachelatscorr is CORRECT. The recent update is helpful and a welcome addition, but it is not really what we are looking for.

 

LBlore
新規投稿者

This would also be ideal for product-based sales teams. Multiple sales managers will 'own' that one contact record. We need a solution for this.