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
changed to: In Planning
04-04-2017

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
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: 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
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
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
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
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
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.

85 Replies
AJernigan
Regular Contributor

New idea for permissions for custom owner fields submitted here.

Thefunnelmaster
Occasional Contributor

Case : Joe and Jaime both worked on a deal worth $10,000. When won $5,000 gets attributed to each owner.

 

If there are 2 sales people working on a role it would be very benefitial for reporting to be able to add them both as deal owners and have the total deal value amount split between them.

 

kendallguinn
New Contributor

@Thefunnelmaster Yes! This would be helpful for us too. To take this a little further, it would be valuable to give the percentage split. So Joe, the lead sales person gets 70% and Jaime gets 30%, the CRM splits the total "amount" accordingly.

 

It's also valuable when someone is looking through "my contacts" to have all clients they work on show up, even if they aren't the primary on that account. 

 

Every deal our sales guys work in teams. (sometimes more than 2) 

marshah
Regular Contributor

We first asked for this a year and a half ago and nothing yet? Is this even in the works? Does anyone have a workaround? I've never had this much frustration with a platform before.

tadelmeyer
Occasional Contributor

@marshah No it's probably not in the works since the team of Hubspot declared this idea as "delivered", although their "solution" doesn't really solve something for most of us. Maybe they don't even read all these posts since it's already out of their scope Smiley Wink

 

Posting a new idea and calling everyone in this thread to upvote it would be a next step to be heard.

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

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.

marshah
Regular Contributor

This is wonderful! Please don't tease us! Smiley Very Happy

AJernigan
Regular Contributor

Thank you @jsg121!!

austinpostler
Regular Contributor

For us, it will be helpful if a deal could have multiple owners assigned.   Our salespeople are not permanentaly paired into teams but like to colloaborate on deals.  The ability to grant multiple owners would allow for more seamless collaboration on their part.  (Teams do not work in this instance since the salespeople will mix and match their deal partners.)  If multiple owners are allowed, creating a field for each owner to designate commission split will also be helpful.  (Not every deal is split 50/50, some are broken down 60/40, 75/25, etc.)

Steve_Vincent
Occasional Contributor

We have a similar problem. As a real estate brokerage we have many contacts (think lenders, attorneys and various contractors) that are shared among our agents (users) and thus require an "Unassigned" status for HubSpot owner. That's fine in that everyone can access the contact, but ABSOLUTELY not fine that everyone can see every conversation. These conversations may contain private information.

 

We need to be able to assing multiple owners to a HubSpot contact and have permission rights flexible by owner. Ideally, even though the contact is "visible" to multiple users (owners), each user can only see the conversations that included them. Ultimatley, without an ability to allow multiple users to "own" each contact and then only see their conversations, the value of the tool is significanlty lessened for us.