Block fields on contact and / or company level from editing

Make it possible to block certain fields from editing by all the users except the admins or the workflows.

HubSpot updates
5 Replies
alexluong1
Occasional Contributor

this is needed on so many levels.

 

How do SDR + AE teams function in HubSpot?

 

 

RoelDW
Occasional Contributor

When the stage of a contact is MQL then the SDR is responsible for that contact. Once properly qualified there is a handover to AE and they will have to change the lifecycle stage to SQL. 

 

This is manual, but there are alsos fields that we use to define wether a contact came in inbound or outbound that I would like to block from editing. 

alexluong1
Occasional Contributor

I'm more concerned about the fact that access is all or nothing. Either you can edit everything or you can't edit anything.

 

I would only want SDR's to be able to edit things up to a certain point. In your example I would want the SDR to lose edit access after a lead become SQL, other than creating new notes. 

RoelDW
Occasional Contributor

Completely agree, the all or nothing editing option is not working for us now. Hence the reason I submitted this ticket.

cursu
Regular Contributor

Would definetly be useful.