Tips, Tricks & Best Practices

MMuraski
Member

Vendor Contacts - Sharable?

Hello All -

 

Our company is new to Hubspot and I hope that our issue is easily solved by this group.

 

Is there a way to make a Vendor contact sharable with all the members of our Sales team?  We would like to be able to attach a Vendor to a Deal but it appears that Hubspot only allows one Owner per contact. 

 

Thank you!

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2 Replies 2
MMuraski
Member

Vendor Contacts - Sharable?

Hi Kristen,

 

Thank you for the easy to implement solution!  We will implment it.

 

Best regards,

 

Mike

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kvlschaefer
Community Manager
Community Manager

Vendor Contacts - Sharable?

Hi @MMuraski,

 

Welcome to the Community!

 

Each object record (contacts, companies, deals etc). can only have one owner in the default owner property. You can, however, create custom properties with the field type, HubSpot user. Properties of this type will automatically pull users into your account as dropdown options for the custom property. 

 

So for example, you have 5 sales owners per record, you can create 5 custom properties: Contact Owner 2, Contact Owner 3, Contact Owner 4.  Then you would select different users for these properties. 

 

Best,

Kristen 


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