Custom Property Views Based on Team Membership

I noticed HubSpot recently introduced Teams. It would be really nice if you could create different default property views based on team membership. 

 

For example when Team A visits a contact profile, they might only need to see HubSpot Owner and Lead Status, where Team B might need to see a totally different set of properties. 

 

It's a pain to tell each person to individually customize their views. 

33 Replies
ernopyykko
Esteemed Contributor

We have the same situation. 

 

We would like to show our marketing, sales and customer success information about contacts and companies that is relevant to their daily activities. 

Community Manager
Community Manager
updated to: Idea Submitted

Thanks for the feedback @taylorfriss@ernopyykko I have passed your comments on directly to the product management teams responsible for developing this new future. 

 

Could you both provide some specific examples of how you organise your teams and what determines what they should / should not see on a contact record?

ernopyykko
Esteemed Contributor

Hey @roisinkirby,

 

Below you have a rough outline on how our teams are organised. 

 

As an example, sales would be shown on contact an company level anything that relates to contact details and qualification of contacts and companies towards deals/opportunities. We will set our own qualification fields for this. 

 

For customer success we would show fields which we use for sales to document plans and expectations the company has from the contract. Challenges they're facing and how our solution is supposed to address that. 

 

For marketing we want to show information of how the contacts have interacted with our content and campaigns, emails. 

 

Finance we haven't yet defined on what we would like to show for them. Same goes for management. 

  1. Sales
    1. EMEA
    2. US
    3. APAC
  2. Customer Success
    1. EMEA 
    2. US
  3. Marketing 
  4. Finance
  5. Management 
purplemark
Occasional Contributor

This would also be a great feature for us. Any update on this?

 

We have referrals come in, which we need to keep separate properties for each set. However, this makes it that there is a lot of irrelevant propertyy fields for each team.

MarcusMyrick
New Contributor

This would be great for us as well on deals. My team members are selling multiple products to multiple clientel. Would be nice to be able to set default criteria for each deal based on the client for which we are selling. 

 

#yougotthis

hannahvangas
New Contributor

I'm new to HubSpot and learning the ropes to get it set up for a small business. I made a custom company property titled "Account Manager" with HubSpot User as the field type. I want to make the value for that field HubSpot User AND assigned to "X" team, so the values in the drop down are limited to the account management team members, omitting members assigned to the sales or marketing teams. 

Kmoloo
Regular Contributor

It's awesome to see @roisinkirby has taken this to the product team.   I haven't seen this feature live yet, or heard of it in a beta offering, so I'd like to add to it...

 

Can you also please ensure that this works for deal records?  Here's a use case for a client of mine:

 

Our client has a sales pipeline which the sales team uses to manage their deals.  When a deal closes, they create a new deal record and put it into a Contracts pipeline, where the multiple stages of the contract will be managed.  This is to emulate the Contracts object in Salesforce (which we just off-boarded them from using the Hubspot integration).

 

When the contracts team creates a new deal (contract) from a closed sale, the properties that they need to be prompted to enter on the creation screen are completely different than what the sales team needs to see when they create a new deal.  Additionally, when managing a deal (contract), the contracts team needs to see a different set of properties in their About pane for quick access.

 

As has already been mentioned, it's hard to ensure everyone on the contracts team goes in and sets their about pane as I tell them to, especially since we're their agency (on the west coast)...working remotely from their team (on the east coast).

 

Thanks!

tlegwinski
Occasional Contributor

 I agree, right now the only way to do this is to screen share with your individual team and then have them individually set the properties.

 

I also would like hubspot to add a checkbox to have the default view override the individual team views. As an admin I want to be able to set the default properties by team first, and then have the properties override theirs so everyone sees the same. 

 

I hope hubspot adds this option, as teams are great but it's still very cumbersome. Also the drag, drop UI is very buggy when you are trying to organize the properties. I would like to see a better UI developed here as it takes 5 mins to drag drop a property, often they don't stick and fall back to the bottom. 

Kmoloo
Regular Contributor

You're right tleg, that functionality exists in Salesforce and would make sense as well in HubSpot.

 

As far as the drag n drop, I agree.  Esp when you try to drag a property up and scroll at the same time, it just won't go...

Allen_Traub
New Contributor

We would like this exact feature also.

 

I would also like to add that this feature (and really all the features) should be for all three sections: Company, Contact, and Deal. 

 

I often encountering issues where something is available/allowable in one or more of the 3 sections, but not in another one of them...