Tips, Tricks & Best Practices

Aolayan
メンバー

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

解決

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 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.

元の投稿で解決策を見る

0 いいね!
1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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 いいね!