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Tips, Tricks & Best Practices

Aolayan
Member

The sales team can see the other sales team's deals

SOLVE

I have three sales representatives, and I have noticed an issue—one of them can see all the company's deals, which is incorrect. Each salesperson should only have access to their customers and deals

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

The sales team can see the other sales team's deals

SOLVE

Hi @Aolayan,

 

This can be managed through user permissions: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

Specifically these:

 

karstenkoehler_0-1748351872486.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

The sales team can see the other sales team's deals

SOLVE

Hi @Aolayan,

 

This can be managed through user permissions: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

Specifically these:

 

karstenkoehler_0-1748351872486.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes