Sharing Leads
解決
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Sharing Leads
解決Hey @JZajac welcome to the forum!
The first thing that comes to mind to set up a new team (knowledge base) within Hubspot is to keep their view and permissions in control. You can customize the card views for that team to remove things like tickets, deals, and other things they don't need to see.
Another idea that comes to mind is after you assign leads to Reps, you could have a report to make sure they are following up with contacts in a timely manner. This would give you insight into your reps.
Most importantly, limit their access. Go more restrictive and only add as needed.
If you have any other questions or issues let me know in a reply.
If you want to hash it out even more over the phone, use the link in my bio to schedule that time.
Cheers,
Justin
Sharing Leads
解決Hi @JZajac,
26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of making changes in the wrong portal, there are implications for how consent (or lack thereof) is tracked, e.g. if a contact unsubscribes from all communication in one portal but is still being contacted through others. Generally, overlapping sales activity could not be noticed as contacts could potentially be worked by multiple sales persons at the same time.
The solution here would be one HubSpot portal with the correct permission settings. HubSpot can be set up in a way that users only see their own contacts (owned-only) or contacts from their team (team-only). The latter requires a Professional subscription, the former is available in the free CRM and in Starter subscriptions.
As a result, you would have all sales persons in one HubSpot instance, only seeing their own contacts or the contacts of their team ( = reseller). Contacts could only be owned by one sales person, blocking other sales persons from working the same contact. If a contact lets anyone know that they do not ever want to be contacted again, there wouldn't be a risk of it going unnoticed by other sales persons.
If you want to evaluate how permissions could look like in a Professional subscription, happy to assist and provide help.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Sharing Leads
解決Sharing Leads
解決Sharing Leads
解決Hi @JZajac,
What do you mean when you say 'new users'? You would invite the sales persons to this portal, adjust their permissions to see owned records only (or team only) and then assign contacts and companies to them.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Sharing Leads
解決Hi @JZajac,
26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of making changes in the wrong portal, there are implications for how consent (or lack thereof) is tracked, e.g. if a contact unsubscribes from all communication in one portal but is still being contacted through others. Generally, overlapping sales activity could not be noticed as contacts could potentially be worked by multiple sales persons at the same time.
The solution here would be one HubSpot portal with the correct permission settings. HubSpot can be set up in a way that users only see their own contacts (owned-only) or contacts from their team (team-only). The latter requires a Professional subscription, the former is available in the free CRM and in Starter subscriptions.
As a result, you would have all sales persons in one HubSpot instance, only seeing their own contacts or the contacts of their team ( = reseller). Contacts could only be owned by one sales person, blocking other sales persons from working the same contact. If a contact lets anyone know that they do not ever want to be contacted again, there wouldn't be a risk of it going unnoticed by other sales persons.
If you want to evaluate how permissions could look like in a Professional subscription, happy to assist and provide help.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Sharing Leads
解決Hey @JZajac welcome to the forum!
The first thing that comes to mind to set up a new team (knowledge base) within Hubspot is to keep their view and permissions in control. You can customize the card views for that team to remove things like tickets, deals, and other things they don't need to see.
Another idea that comes to mind is after you assign leads to Reps, you could have a report to make sure they are following up with contacts in a timely manner. This would give you insight into your reps.
Most importantly, limit their access. Go more restrictive and only add as needed.
If you have any other questions or issues let me know in a reply.
If you want to hash it out even more over the phone, use the link in my bio to schedule that time.
Cheers,
Justin
Sharing Leads
解決Sharing Leads
解決Hi @JZajac,
The team property is a read-only property, correct. It shows the team of whoever the owner of a record is. To change it, you edit the owner of the record.
(A record cannot be assigned to a team in HubSpot, only to an individual.)
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
