HubSpot Ideas

Lisa-Hubcap

Select Teams in Record Owner Properties

Teams are a great way to future-proof places where you need to notify a user. For example, if you use the Send internal email notification step in a workflow, you can select a Team as the recipient. When your team's staff changes, you just update your team membership and all your workflow notifications are automatically updated. Awesome!

 

Unfortunatly, you can't select a Team everywhere that you may want to specify users. Places that you can't select record owners by team include:

  • workflow enrollment criteria
  • filters in lists
  • filters in custom reports
  • advanced filters in views

It would be great if the use of Teams could be expanded to anywhere you can select a contact owner.

 

The specific use case I'm working with now is to create a list to facilitate managing marketing/non-marketing contacts. If a contact is owned by a specific team of two users, I need them to be marketing contacts. It would be great if I could reference the team as the contact owners in my list criteria, not the users directly. That way, I wouldn't need to keep a list of instances where I'm referencing users instead of teams, and if a new user is added to this team, I don't have to review my list and make individual updates to each instance that I want to reference the team.

 

Thank you for reading and considering my idea!