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

Allow multiple HubSpot owners to be assigned to Contacts, Companies and DealsHubSpot Produkt-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 Produkt-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 Produkt-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 Produkt-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 Produkt-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 Produkt-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 Produkt-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 Produkt-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 Produkt-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 Comentários
AaronM
Mitwirkender

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
Sachkundiger

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
Mitwirkender

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 Produkt-Team
HubSpot Produkt-Team
Status atualizado para: Delivered

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

Steve_Vincent
Berater

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

 

-Steve

Steve_Vincent
Berater

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 Produkt-Team
HubSpot Produkt-Team

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
Berater

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
Berater

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

 

LBlore
Mitwirkender

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.