Profile

LRhodes
Participant
Member since ‎Aug 6, 2021
Message
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    5
  • Upvotes Received
    0
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Lauren Rhodes

This user hasn't created a bio yet. Edit your own profile here!

Activity

LRhodes on October 08, 2021
Need Multiple Levels of "Team Owners"
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.
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
Solved
LRhodes on September 13, 2021
Restrict Dashboard Metrics to Owner or Team Only
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
Reply Discussion Reports
0 upvote
3 Replies
LRhodes
Participant
September 15, 2021
@dmattauch This is exactly what I needed. Thank you!
Solved
LRhodes on September 13, 2021
Restrict Dashboard Metrics to Owner or Team Only
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
Reply Discussion Reports
0 upvote
3 Replies
LRhodes
Participant
September 15, 2021
@dmattauch This is exactly what I needed. Thank you!
Solved
LRhodes on August 06, 2021
Splitting One Owner's Companies/Contacts Between 2 Teams
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
Reply Discussion Companies Contacts CRM
0 upvote
5 Replies
LRhodes
Participant
August 10, 2021
@karstenkoehler Ideally, only their own
Solved
LRhodes on August 06, 2021
Splitting One Owner's Companies/Contacts Between 2 Teams
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
Reply Discussion Companies Contacts CRM
0 upvote
5 Replies
LRhodes
Participant
August 10, 2021
@karstenkoehler Ideally, only their own
Solved
LRhodes on August 06, 2021
Splitting One Owner's Companies/Contacts Between 2 Teams
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
Reply Discussion Companies Contacts CRM
0 upvote
5 Replies
LRhodes
Participant
August 10, 2021
@karstenkoehler Ideally, only their own
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.