HubSpot Ideas

AstridvanDam

Hubspot user type properties - being able to select a specific team

It would be very useful if we could select that for a property or Hubspot user type you can only select Hubspot users that are part of a specific team in Hubspot settings?

We are setting up a property to define the SDR on each deal and in the Hubspot property set up, now all Hubspot users are being shown, also the ones from the marketing team for example that will of course never be the SDR.

10 Kommentare
AstridvanDam
Mitwirkender/Mitwirkende

Needed 🙂

CSic
Mitwirkender/Mitwirkende | Platinum Partner

Upvote in!

 

Thanks for adding! Yes - this would be so helpful. Different pipelines have different reps that may be different than the "owners" doing the work that also need visibility.

 

And further... allow this field in forms. Could be a hidden property, auto assign based on response logic.

guidokorff
Mitglied | Platinum Partner

Hello,

our clients want to assign companies to sales reps but also to managing directors. They want to make high-end connections.

Therefore we need the option that we can create fields for "responsible persons" that do not offer all existing users of the account but selected ones like the "team of directors". Please enhance this type of field formats.

PEvans
HubSpot Employee

That's a great suggestion! 

ECosten
Mitglied

Great idea, we really need that feature ourselves!

DCV
Mitglied

I really need

DCV
Mitglied

I need to create a list of business owners, assigning it to a specific list of a particular team, very similar to what AstridvanDam pointed out.

MZelasko
Mitglied

Yeah, this would be useful. 

MZaidi8
Mitglied

We really need to be abe to do this.

MGantt24
Mitglied

Bumping this suggestion again! This would be extremely helpful for assigning SDRs and other roles to deals.