HubSpot Ideas

PPavisic

Apply record customization to all account users

As admins we can make account settings to contacts and company records but this does not automatically all acount users' contact / company view. Each user has to individually toggle their settings and press reset to account default. There needs to be a way to push these updates to all users.

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mvanklink
Member

Hi All,

Was there ever a response or workaround for this? I have the same issue where I am the super admin and have setup our sales process, but cannot default it to all users. Our end users are busy and do not have time to setup their views, so we want to push it to them.