Default Properties by Team

Idea:

Members assigned to specific teams within hubspot have different Default Properties (on Contacts, Companies, and Deals).

 

Use-case:

Sales team needs to view specific data on a Contact/Company/Deal record that is related to a specific, proposal contract.

Client Success team needs to view specific data on Contact/Company/Deal record that is related to a specific, executed contract.

 

Possible Implementation:

When setting "Default" properties that are visible, add a drop-down menu that select the "Team" which these Default properties apply.

 

HubSpot updates
3 Replies
XavierDrake
Regular Contributor

I'm out of Kudos, but this needs to happen. We operate on a dealer distribution model and different dealers would like to mange their defaults differently. Right now these different distributors are organized by Team, so the recommended solution would work. 

JDobbin
Regular Contributor

Yes, we need that aswell. We are trying to implement HS across all teams here to have a single view of the customer and this would be veeeery important.

JT_Prism
Occasional Contributor

I was coming here to find a solution for this as our Org grows. 
Salesforce has this built in by role. 

Is Hubspot working on this at all?