Prospecting Tool

KKochelek
Participant

Currently, we are unable to have anyone without super admin permissions delete leads out of the prospecting area.  We want to give our sales staff the autonomy to do this, thought they aren't admins. 

Thanks!

2 Accepted solutions
DSharma02
Solution
Guide

Hi @KKochelek ,

You have to provide your sales staff individual permission to delete the contacts. 
Go to Users and Teans > User Name > Access > Edit Permisson > Expand All Permission > Contacts > Delete and grant the permission: 

DSharma02_0-1704437409260.png


Hope this helps!
Thanks.

View solution in original post

KKochelek
Solution
Participant

Hi @DSharma02 - that's the weird part.  They do have permissions to delete contacts.  Unfortunately, this doesn't extend to leads in the prospecting tool.  Only our super admins have been able to delete these.  When I reached out to HubSpot help, they said the tool was still in Beta phase and that I should make a note in the forum so it could be considered.

Thanks!

Katie

View solution in original post

0 Upvotes
2 Replies 2
DSharma02
Solution
Guide

Hi @KKochelek ,

You have to provide your sales staff individual permission to delete the contacts. 
Go to Users and Teans > User Name > Access > Edit Permisson > Expand All Permission > Contacts > Delete and grant the permission: 

DSharma02_0-1704437409260.png


Hope this helps!
Thanks.

KKochelek
Solution
Participant

Hi @DSharma02 - that's the weird part.  They do have permissions to delete contacts.  Unfortunately, this doesn't extend to leads in the prospecting tool.  Only our super admins have been able to delete these.  When I reached out to HubSpot help, they said the tool was still in Beta phase and that I should make a note in the forum so it could be considered.

Thanks!

Katie

0 Upvotes