HubSpot Ideas

CJones3

bulk add collaborators to deals

Would be great to have the tools to bulk add collaborators to deals in Hubspot so when we have a new colleague join us we can add them into their partners deals as they work together on each of them. Currently new collaborators need to be manually added to each chosen deal on each pipeline which is incredibly laborious for Admin

2 Replies
BSong
HubSpot Employee

Adding on to this idea, the current design of the "Add" collaborators button to deals is slightly confusing

 

If there's an existing collaborator, the "Add" button is greyed out which is misleading. To add more, you need to remove existing collaborators and add them again

 

If we could simply add on these collaborators that'll be great

AMuresan
Member

adding to this idea - would be great to also add this feature in the workflows - the same way you can rotate a record to a new deal owner, would be great to have the functionality to add collaborators via workflow.