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CKING3000
HubSpot Employee
HubSpot Employee
Member since ‎Dec 3, 2021
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Caleb King

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CKING3000
HubSpot Employee
May 24, 2024
Reply to Set user restrictions in specific Deal Stages in the Pipeline
Isn't this what is now possible under Pipeline Rules? https://knowledge.hubspot.com/object-settings/set-up-rules-for-deal-pipelines Contr...read more
CKING3000
HubSpot Employee
September 28, 2023
Reply to Set user restrictions in specific Deal Stages in the Pipeline
Using the 'Restrict Edit and View Access on Properties' combined with Required Deal Stage Properties, you can do this today. What you do is you cre...read more
CKING3000
HubSpot Employee
September 21, 2023
Reply to Using LifeCycleStage Values for Calculated Properties
Instead of focusing on internal value, could you build a report with the Custom Report Builder (multiple objects) where you include Deals as the prim...read more
CKING3000
HubSpot Employee
June 21, 2023
Reply to Set user restrictions in specific Deal Stages in the Pipeline
You can set up a version of this today using property-specific permissions. If you create a custom deal property, and set the permissions for that ...read more
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