Communicate Restrictions Apply to Sequences

cameron-corniuk
Participant

If you are able to restrict who users can communicate with, this restriction should apply to Sequences as well.

 

Use Case:

 

Sales Rep 1 has Sales Pro seat and can view all contacts, but communicate and edit only those that they own or are Unassigned.

 

They should be able to email, send sequences, call, etc. their contacts and unassigned contacts.

 

They should NOT be able to email, call, or enroll contacts who are assigned to another Sales Rep.

 

Currently, Sequences completely ignores the communication restrictions unless directly in the Contact record.

 

Fixes such as Lists and Filters that show only the rep's assign contacts are not the answer to this, as reps can choose not to follow those instructions.

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2 Replies 2
MFrankJohnson
Thought Leader

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Excellent suggestions. You may wish to add to a new or existing thread in HubSpot Ideas.

 

You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! 🙂

 

Does that help answer your question? If so, remember to accept this solution today so other searchers will find it fast.

 

Best,
Frank


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www.MFrankJohnson.com

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


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cameron-corniuk
Participant

Too many tabs open and missed which one I was in this morning--frankly liked it better before they merged everything. Thanks.

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