HubSpot Ideas


Team Options - More Than One Primary Team

We have a continuing use case with more than one client who have sales teams who need to have access to shared companies - companies that are being worked by more than one salesperson. We create a shared@ or placeholder@ user to distinguish these records. Snycs create unassigned records so there is a definite need to separate the unassigned from the shared.


The issue is that each salesperson needs to view ONLY their owned company/contact/deal records but also the shared@ and unassigned. Team options does not address this use case. Teams permissions allow users to view all records of team users. 


We could create a new User property but this would need to be done for each sales person and is bulky and inadeqate at best.  


I am sure there are many other businesses with this same issue. It would be nice if HS could address this problem. Thanks!