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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.

 
 

 

 
 
84 Replies
KtTenonTours
Visitor

Though this is already in the works I still wanted to post as we are finding the need for this due to Messages/chats. We would like to pass the chat to who is best to work with the client without the overall HubSpot Owner being affected. Though Messages/chat can be routed initially to any user, we need to be able to pass them between users and an overall Messages/Chat Owner, separate from HubSpot Owner would be much needed. Thank you! 

CaseyBeanBKS
Regular Contributor

At my firm, we need to have the ability to assign multiple HubSpot Owners to one contact, company, or deal. We sell insurance in four different business segments. Many of our clients purchase insurance from different segments including, Commercial, Employee Benefits, Personal, and Life insurance. So, we have multiple sales advisors communicating with the same contact or company simultaneously, most often a Commercial advisor and an Employee Benefits advisor. Both advisors need to be HubSpot Owners in order to get notifications. With the current settings, only one advisor gets notifications and we've had to set up a new property so that the HubSpot owner can see who else is assigned to the account. But because of permission limitations - setting each advisor to view everything instead of HubSpot owner only - we will encounter privacy issues with certain clients who sign Non-Disclosure Agreements. Allowing multiple HubSpot Owners to be assigned to the same contact, company, or deal would solve these issues.

RP_CCO
Visitor

This really does need to happen now. We've spent a lot of time setting up with Hubspot and are mostly happy with it. But if we can't have multiple owners for specific deals/contacts/companies in the very near future, we'll need to look somewhere else. It's a deal breaker for us since almost all of our clients are sourced through the interaction with multiple reps.

 

Thanks in advance.

MarketingUser
Occasional Contributor

This is a must have for us. Been asking for it for a long time. Love HubSpot but we'll have to find another CRM solution if we can't have this basic functionality, and soon. 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

 Hi all, we recently released a new field type, HubSpot user, that allows users to create custom owner properties on HubSpot records. Custom properties created with this field type pull in directly from the User list in Settings, resulting in the property dynamically updating without any manual action being taken on your end. These new custom properties allow multiple owners to be assigned to a contact, company, or deal record in order in order to align with your customers’ various touchpoints within your organization.

 

More information about how to create these custom owner properties can be found here.

CaseyBeanBKS
Regular Contributor

Hi jsg121, I don't think creating custom owner properties will solve some of the pressing issues related to the HubSpot owner property. At my business, we want to set permissions for users to view and edit owned only but certain instances with cross-selling opportunities require multiple sales people to view and edit the same account. With the current permissions settings, only the original HubSpot owner property determines what a user can and can't view and edit. Adding custom properties doesn't solve the permissions issue since ownership is still tied to the HubSpot owner property. Allowing multiple HubSpot Owners to be selected in the original HubSpot owner property seems like the best solution. That way, multiple sales people can view and edit some contacts together while being restricted from viewing others. Also, having a multiple drop-down select field for HubSpot owner will allow more than one sales person to receive notifications when communicating with the same contact or company. I hope HubSpot can make this idea a reality rather than relying on the new field type.

JimHarris
Regular Contributor

I don't see how this helps much JSG121.

 

With this new custom property we can name add one more owner to a record. That custom property still has the restriction of only being able to choose one person. 

 

And how do you suggest we set up contact and deal filters with no "OR" logic like: Hubspot Owner set to me OR Custom Owner Property Set to me?

 

And for our company at least, we need the ability to have up to 4 owners at times.

 

This doesn't come close to hitting the mark

cduranowski
Regular Contributor

@MelissaAlvares, I agree. Another concern we have is the ability to report back. If we have two sales associates working together to close one deal then each should get credit for half of the deal amount. That customer should show up in the deals won.

MVenhousen
New Member

Without the user permissions, this does nothing for us.

RDI1281
Regular Contributor

I second everything @CaseyBeanBKS outlined. Without the permissions, the new property doesn't really help in any way.