After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. Until recently we've been evaluating if this feature was in alignment with our overall vision for sequences. We are currently evaluating the technical feasibility to do this, and if the concept is sound, how our team will implement it. Implementation of this feature would not likely come until 2021. I will respond as soon we have an update!
I'm updating this posting to "not currently planned" to be transparent that we do not plan to develop this feature in the coming quarter. I've had a chance to speak with a few of you, and recognize that many team would beneift from the ability to enroll sequences on behalf of others. This is one of our top ideas in sequences and is gaining a lot of traction, so we will continue to monitor and provide updates on a more consistent basis.
There are organizational structures where being able to give a user delegate access to your HubSpot account can improve overall team efficiency. Delegate access is already something that exists in most business email clients and this is a similar use case.
Where
We see this working is with the main sales rep who has a sales assistant.
How
The sales assistant would be able to access the main sales rep's contacts.
Why
This would allow the sales assistant to prospect for the main rep and start the conversation by enrolling the contact in an email sequence that would come from the main rep's email. This way when the main rep can focus on responding to those leads that have replied and continued the conversation.
This is an essential feature. We have a large sales team who are often on the move. I'm the HubSpot marketing guy who needs to set this all up for them.
I upvote. Sales people typically have neither the time nor inclination to build their own sequences. Sequences are a marketing function. Please allow a super admin to create a sequence and assign it to another user.
I have heard from HubSpot support that they are planning on bringing in this feature this year. I also discovered that you can still set up a sequence and have the sales person clone it. This is helpful.
It would be really useful to send a sequence on behalf of another user. Especially when they are on vacation or for any other reason. I can see this is a request for a long time, so maybe it needs to be considered 😉. Thank you!
I have a person on my team away Thursday and Friday. I have to have him provide me with his credentials so I can login and put items in sequences for him.
This is insanely inefficient that as his manager I can't enroll someone in a sequence for him.
This is a must have feature.
If you add this to enterprise like you did the ability to enroll leads into a sequence using workflow, that will be very disappointing...as that was disappointing.
While this is a step in the right direction and provides options @tomfoutsitzis , I don't think it has all the features of the sequences that would be needed for Sales Teams.
