HubSpot Ideas

NEden

Payments Access

Our sales team create quotes with payments and can see payments as part of their license (sales pro).

 

Our accounts team who don't use HubSpot need to reconcile payments. They have FOC seats becuase they don't use HubSpot. Under the new seats/payment model, we would need to make our accounts team sales pro users to just see payments in the system for reconciliation purposes. 

 

FOC/view only seats need to be able to see payments. 

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