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
Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
11-07-2018

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

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
changed to: Delivered
11-07-2018

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

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
10-04-2018

Hi @MarketingUser, I'm going to shoot you an email to look into what you're seeing on your end!

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
10-04-2018

Hi @marshah, this update is the permissions. If a user has "view owned only" permissions and is the contact's Secondary Owner (but not Contact owner), the user will now be able to see that contact.

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
changed to: In Beta
10-04-2018

Hi everyone,

 

Thanks for your patience. We understand that there are many different use cases for allowing multiple owners to be assigned to contacts, companies, deals, and tickets, and hope that this update, in conjunction with the initial feature update here (custom owner properties: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-owner-property) will be useful.

 

Now in beta is custom owner permissions, which will apply the user permissions set within your Account settings to any custom owner properties, giving you more customization as to who can and cannot access or edit contacts, companies, deals, or tickets. Please fill out the form here (https://goo.gl/forms/J5W3QFWXti4p3ic22) to request access!

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
changed to: In Planning
07-24-2018

Hi all, thanks for your patience here. We've built this out and are testing it internally prior to releasing it to all portals. You can expect custom owners to be given view/edit/communicate permission just as they would if they were the primary owner within the next few weeks.

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
11-21-2017

Thank you all for the feedback. We are aware of the limitations in terms of user permissions and hope to implement those in the near future, @CaseyBeanBKS@MVenhousen@RDI1281.

 

@JimHarris the idea is that these properties will each represent a separate type of ownership, such as BDR, Sales Rep, Onboarding Specialist, Customer Success Manager, etc. By defining the different owner properties, you are differentiating them from each other and can therefore segment accordingly, as Custom Property #1 would represent a different role than Custom Property #2. 

 

@VagaeNatus can you clarify what you mean here? This is a contact property, but it's meant to organize different users that interact with a contact in different capacities. How would you like to use this property for contacts, over users?

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
changed to: Delivered
11-20-2017

 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.

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
changed to: In Beta
08-08-2017

The ability to create custom owner properties for contacts, companies and deals is currently in beta. 

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Product Team
changed to: In Planning
04-04-2017

85 Replies
VagaeNatus
Advisor

Hi JS121, 

 

Any chance we would have a contact property coming along? I was expecting one field able to handle both users and contacts.

 

Adrien

HubSpot Product Team
HubSpot Product Team

Thank you all for the feedback. We are aware of the limitations in terms of user permissions and hope to implement those in the near future, @CaseyBeanBKS@MVenhousen@RDI1281.

 

@JimHarris the idea is that these properties will each represent a separate type of ownership, such as BDR, Sales Rep, Onboarding Specialist, Customer Success Manager, etc. By defining the different owner properties, you are differentiating them from each other and can therefore segment accordingly, as Custom Property #1 would represent a different role than Custom Property #2. 

 

@VagaeNatus can you clarify what you mean here? This is a contact property, but it's meant to organize different users that interact with a contact in different capacities. How would you like to use this property for contacts, over users?

jc Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

Permissions are a must for this to be relevant. I wouldn't consider this idea as "delivered"

JimHarris
Regular Contributor

@jsg121 I see how that could be a solution for at least a percentage of Hubspot users. 

 

Our company has 12 product lines and each line has regional salespeople. 

 

Several of our salespeople might sell to the same customer. And a lot of times even in the same contract. 

 

It it is absolutely crucial that we soon find a way that multiple owners be able to be assigned to a contact and deal. 

 

And that in one contact view a sales person see the contexts they are listed as an owner. Not 4 different views, one for each custom ownership property. 

VagaeNatus
Advisor

@jsg121

 

What has been delivered here is: a new field type for contacts, deals and companies objects that offers a dropdown list by pulling in values directly from the User list in Settings. Saying it differently, it's a "1-1 relationship between USERS object and any other objects".

 

But since this comes without permissions, the above  could have been achieved with a "1-1 relationship between CONTACTS object and any other objects".

 

What we are looking for is a field type (multi-select) that pulls in values from the list of contacts.

 

Adrien

 

 

GPCagedTigers
New Member

I see this was an idea as far back as 2016.  For us its an important feature so the sooner it is realised the better!

kendallguinn
New Contributor

This is a huge deal for us and our biggest problem in getting our sales team to use the Hubspot CRM. For all the reasons listed above. All of our deals have more than one owner. This would be huge especially for filtering. 

cstewartPCI
Occasional Contributor

Maybe I am missing something here whne I try to set this up.  Basically, we are setup with an Account Executive and Business Development Associate working the same accounts.  How am I am able to tailor the sequences so the correct sequence senders name appears vs the Hubspot Contact Owner.  All of our salesforce accounts and contacts are owned by the AE’s – and the BDA’s will access the account and work from within the account. 

 

In summary, I am wondering how I can create properties for the names of my salespeople so it can be used in a sequence without it having to be tied to an Account Owner or Contact Owner.  Another way to say this is I need to populate the saleperson’s name sending the sequence, even if they don’t actually own the account.

 

When you have a moment, please advise how we can set this up.  I already tried the advice in the article here, but it does not seem to generate what I need. (https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-owner-property).  Thank you!

MarketingUser
Occasional Contributor

Can we get an update on this? I cannot believe how long it is taking HubSpot to provide a solution for such a critical issue. We are beyond frustrated and will be moving on from HubSpot at our next renewal if this doesn't get resolved.

cstewartPCI
Occasional Contributor

So, a key piece of functionality seems to be unavailable, great.  I signed on a week ago, but am wondering if I made a mistake with Hubspot Sales -- this seems elementary with a sales engagement platform.  Hopefully, someone can help me soon here.