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LRhodes
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Member since ‎Aug 6, 2021
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Lauren Rhodes

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Activity

LRhodes on October 08, 2021
It would be helpful to have multiple levels of Team Owners so that state managers (who have sales representatives who report to them) don't have visibility into the same data that regional managers do.
Solved
LRhodes on September 13, 2021
Is there a way to ensure that the only activities/metrics displayed on a user's dashboard are for their own (or their team's) contacts/companies/deals? For example, Rep A should only see his sales revenue vs. last year's value, not have access to th read more
0 upvote
3 Replies
Participant
September 15, 2021
@dmattauch This is exactly what I needed. Thank you!
Solved
LRhodes on September 13, 2021
Is there a way to ensure that the only activities/metrics displayed on a user's dashboard are for their own (or their team's) contacts/companies/deals? For example, Rep A should only see his sales revenue vs. last year's value, not have access to th read more
0 upvote
3 Replies
Participant
September 15, 2021
@dmattauch This is exactly what I needed. Thank you!
Solved
LRhodes on August 06, 2021
In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma read more
Participant
August 10, 2021
@karstenkoehler Ideally, only their own
Solved
LRhodes on August 06, 2021
In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma read more
Participant
August 10, 2021
@karstenkoehler Ideally, only their own
Solved
LRhodes on August 06, 2021
In our company, 2 of our sales reps report to 2 separate regional managers, and I'm struggling with how to set up their user profiles/team assignments in Hubspot's CRM. For example, Rep A reports to Manager A for all West Virginia accounts but to Ma read more
Participant
August 10, 2021
@karstenkoehler Ideally, only their own
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