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For companies that work with independent sales teams for different product categories, we need to create different sales groups and each one of them needs to have a very own "sales group admin".
This "sales admin" would only be able to see the deals within his team but not deals from other teams.
Respectively, a sales person from a certain team could not have access to deals that are not in his group.
Lack of this single feature is making our clients use a separate CRM.
@Huzzpa it is indeed - find out more here: Settings, Permissions & Teams Now Available to All HubSpot Accounts
I'm happy to announce that HubSpot rebuilt the tools you use to manage users inside HubSpot from the ground up. You’ll find a number of awesome improvements, and a clean new design. Please see this post from the Product Updates blog for a rundown of these new features.
Please note: These features are now being rolled out to all HubSpot users! This process will take us up to a week to complete - you’ll have them in your HubSpot account soon. In the meantime, you can still turn them on manually - see post above.
We are happy to announce that the ability to create teams, and set view and edit permissions based on team membership is now in beta.
Hi @Jresnikoff, we're actively working on this feature and we are hoping to have a beta in the next few months.
We are currently working on a way to group users into teams, and then use those teams for reporting and permissions.
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