Share Templates with Specific Sales Users

SOLVE
Regular Contributor

Template Sharing is currently an all-or-nothing proposition. 

In my organization, it would be helpful to be able to select which reps I share a template with since not all offers are available in all regions.

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Solution
Resident Expert | Platinum Partner

@Blink

 

I would recommend posting this in the HubSpot Ideas Forum:

 

https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

You can categorize based on relevancy...I'd say this would be "Sales Content".

 

Josh

 

 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Solution
Resident Expert | Platinum Partner

@Blink

 

I would recommend posting this in the HubSpot Ideas Forum:

 

https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

You can categorize based on relevancy...I'd say this would be "Sales Content".

 

Josh

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Regular Contributor

Yeah. It tried that. Had to submit a ticket because after posting my original concerns here, I was locked out of posting in all forums.

At least that seems to be fixed.

And I was contacted by a product manager who wanted to discuss my concerns, so that's progress.

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New Contributor

I agree, this would be very helpful to us as well.

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