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.
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.
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.
Bumping this suggestion again! This would be extremely helpful for assigning SDRs and other roles to deals.
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.