HubSpot Ideas

Rangrachel

Assign records to multiple teams

Hi team! I'm writing this feature request on behalf of a customer. They have different HubSpot Teams however, every now and then multiple Teams have to work with the same contact. For instance, if Team A is working for Agency A. There are times when Agency A need to contact the records that Team A 'shares' with them.

 

At the moment, it's pretty much an all-or-nothing scenario as a user needs to be added to an additional team to view the records. This will cause all of Team A's records to be shared with Agency A which isn't ideal. Team A needs to FYI: Business units is not applicable for them.

1 Reply
MusicMarketer78
Contributor

Yes please! We have multiple departments responsible for stewarding leads throughout the pipeline and all need visibility into the record. Please make this a functionality ASAP!