Company Preview (with basic information)

Hi all,

our company consists of many different business units, which sometimes share contacts and companies. So it is important from them to see in HubSpot, if a company already exists and to whom the company belongs.

 

BUT: They should not immediatly see the "crown jewels" like phone numbers, e-mail adresses etc., nor should they at once see the activities, another business unit had with certain companies.

 

So my suggestion is:
A user should be able to see a company under "contacts/companies" including the address and the current owner in HubSpot - but nothing else for the moment. So he knows: the company is already there and who owns it. So the person could request access directly from the other user, to share the company.

Cheers
Oliver