HubSpot Ideas

christinephu

Set approvals or permissions for deal splits and collaborators

  • Who (what type of role or team) is the feature for?

Sales teams and managers.

 

  • What is their goal?

To have an approval process for deal splits and collaborators. 

 

  • What value will this add?

It will give managers the ability to approve deal splits and collaborators. Since these things can affect forecast and commission, we need a way to quality control these things. 

 

  • Are there examples of other places or products who have this feature?

Hubspot's marketing email approval feature that's currently in beta.

 

1 Reply
joelgrossman
Participant

Yes, this would be helpful (or, at least, the ability to lock the Deal Split functionality so that only Managers can enter the Split in the first place...) Thank you!