GDPR Deadline (25th May 2018)

With the deadline approaching, HubSpot has released new features and a playbook to make it easier for you and your team to comply. Please note that while these features live in HubSpot, your legal team is best placed to give you compliance advice for your specific situation.

Allow multiple owners to be assigned to single contacts

Currently a contact can only have one owner, which makes it difficult to keep information where it belongs. Team view works, somewhat, but we don't want every member on a team to see everyone elses information.

There are some cases where multiple users will be working with a contact or deal, but they cannot see them unless they are the owner or their permissions are unowned/team.

1 Reply
nickbodkins
New Contributor

Love this. From my old SFDC days, this was "opportunity team" --- included our AE, potentially a sales manager, sales engineer, etc. that were involved on the deal.