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Aolayan

‎mai 27, 2025 9:15 AM

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

Résolue

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

Starter
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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions

‎mai 27, 2025 9:17 AM

Au panthéon de la communauté | Partenaire solutions

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

Résolue

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

 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions

‎mai 27, 2025 9:17 AM

Au panthéon de la communauté | Partenaire solutions

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

Résolue

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 Votes

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The sales team can see the other sales team's deals
Hi @Aolayan,   This can be managed through user permissions: https://knowledge.hubspot.com/user-management/manage-user-permissions   Specifically these:     Bes...
Hi @Aolayan,   This can be managed through user permissions: https://knowledge.hubspot.com/user-management/manage-user-permissions   Specifically these:     Bes...
Sales
May 27, 2025