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Let's Build Properties in HubSpot with Matthew Ruxton - Granular control for sharing CRM records
Host: Chris Carolan · Guest: Matthew Ruxton
September 2, 2024
The conversation discusses the new feature in HubSpot that allows users to share CRM records with specific users or teams. The hosts explore the implications of this feature and how it can improve visibility and collaboration within an organization. They also discuss the challenges of managing permissions and the need for more granular control. Overall, the hosts see this feature as a step in the right direction, but acknowledge that it may require some adjustments and workarounds. The conversation highlights the importance of standardizing processes and creating a seamless user experience.
Key takeaways
The new feature in HubSpot allows users to share CRM records with specific users or teams, improving visibility and collaboration.
Managing permissions and access control can be challenging, and more granular control is needed.
The feature is a step in the right direction, but may require adjustments and workarounds to fully meet user needs.
Standardizing processes and creating a seamless user experience are important considerations when implementing new features.
Chapters
- 00:00Introduction and Overview
- 10:07The Value of Sharing CRM Records
- 18:19Challenges and Considerations in Implementing the Feature
- 25:18The Benefits of Sharing Records with Teams
- 30:55The Importance of Granular Control and Standardization
- 37:55Closing Remarks and Final Thoughts
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