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Colin_Perry
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Member since ‎Apr 12, 2022
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Colin Perry

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Colin_Perry on May 13, 2022
HubSpot account migration
We're currently migrating one of our teams from an old Pro license that just they were using into a separate Enterprise license that is being used by the the company globally. They have their specific domains linked to their Pro license but we have read more
Reply Discussion Domains & URLs
0 upvote
1 Reply
Tnichs
Top Contributor | Diamond Partner
May 13, 2022 21:56
HI Colin You'd be able to set it up on the HubSpot side, but you'd have difficulty setting the CNAME records in your domain manager. e..g. if ...read more
Solved
Colin_Perry on May 06, 2022
Multiple owners of a contact
We have 2 areas of our business that has a legitimate interest in dealing with the same contact. If we assign an owner to the contact that is in one team, because we are using the Teams Hierarchy, it hides that contact from the other team. Do read more
Reply Discussion Contacts Enterprise
0 upvote
2 Replies
Colin_Perry
Participant
May 06, 2022 03:55
Great, thanks for that Karsten. All created and working 🙂
Solved
Colin_Perry on May 06, 2022
Multiple owners of a contact
We have 2 areas of our business that has a legitimate interest in dealing with the same contact. If we assign an owner to the contact that is in one team, because we are using the Teams Hierarchy, it hides that contact from the other team. Do read more
Reply Discussion Contacts Enterprise
0 upvote
2 Replies
Colin_Perry
Participant
May 06, 2022 03:55
Great, thanks for that Karsten. All created and working 🙂
Solved
Colin_Perry on April 14, 2022
Default contacts and companies to a business unit
We have recently created 2 additonal Business Units to help manage and partition the data for our teams, but when someone creates a new contact they are being set up without the contact being assigned to a Business Unit. Is there a setting that read more
Reply Discussion Contacts Enterprise
0 upvote
4 Replies
Aakar
Key Advisor
April 20, 2022 19:31
Hi @Colin_Perry Creating a custom contact property with a Business unit (something like Region) drop-down option could help. And probably, you...read more
Solved
Colin_Perry on April 14, 2022
Default contacts and companies to a business unit
We have recently created 2 additonal Business Units to help manage and partition the data for our teams, but when someone creates a new contact they are being set up without the contact being assigned to a Business Unit. Is there a setting that read more
Reply Discussion Contacts Enterprise
0 upvote
4 Replies
Aakar
Key Advisor
April 20, 2022 19:31
Hi @Colin_Perry Creating a custom contact property with a Business unit (something like Region) drop-down option could help. And probably, you...read more
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