Default Properties by Team
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Submitted by
jonplaca
on
03-15-2019
01:07
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.
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