HubSpot Ideas

Rechercher HubSpot Ideas pour des solutions ou poser une question
annuler
Activer les suggestions
La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Affichage des résultats de 
Rechercher plutôt 
Vouliez-vous dire : 
Statut : Idea Submitted
MSturm
Soumis par le ‎mai 7, 2021 5:58 PM

Permission Users to Edit Deals but not Create Deals

There are a lot of use cases - BDRs, for example - where users should be able to edit deals, but not create them, or vice versa.

 

Could you permission these functions separately? Thank you!

Voir d'autres idées étiquetées :
1 Commentaire
KMace
Participant
‎sept. 10, 2021 7:12 PM

This NEEDS to happen. Especially since I can't pull a report to show me who is creating deals so I have to go into each one manually if I want to know who created the deal. I need to limit who can create deals and who can delete them. Create, edit, and delete permissions should be separated for all objects.