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knsage
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Member since ‎Apr 20, 2017
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Kelsey Sage

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knsage on April 20, 2017
Sales Assistant User Access
One of our sales reps has an assistant that helps him process orders and relay product information to his customers. Currently, she can only edit contacts that she is the HubSpot Owner of and visa versa. We would like her to be able to view and edit read more
Reply Discussion
1 upvote
3 Replies
knsage
Participant
April 25, 2017
Thanks Rami for your help. It would be awesome if "Sales Assistant" permissions were added to HubSpot Sales in the future. For now, I'll just give h...read more
_Kevin on April 07, 2017
Make "Salesforce owner phone number" a personalization token
"Make ""Salesforce Owner Phone Number"" a default personalization token just like ""Owner Name"" and ""Owner Email"". Currently the Salesforce properties for Lead Owner Name and Lead Owner Email are automatically pulled into HubSpot properties for read more
Reply Idea Integrations
28 upvotes
10 Replies
knsage
Participant
April 21, 2017
Even just having a HubSpot Owner phone number property would be awesome!
Solved
knsage on April 20, 2017
Sales Assistant User Access
One of our sales reps has an assistant that helps him process orders and relay product information to his customers. Currently, she can only edit contacts that she is the HubSpot Owner of and visa versa. We would like her to be able to view and edit read more
Reply Discussion
1 upvote
3 Replies
knsage
Participant
April 25, 2017
Thanks Rami for your help. It would be awesome if "Sales Assistant" permissions were added to HubSpot Sales in the future. For now, I'll just give h...read more
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