Team field assigned to an object: HubSpot Migration
We are migrating the entire company from HubSpot to Twenty. We have multiple teams in our sales department. Right now, I can assign each person to a team and that team is populated on objects where the field is available. Does something like this exist in Twenty?
Also, any advice on HubSpot migration would be a huge help!
4 Replies
my biz is talent agency and I want each talent agent to have their own deal board so I gave them individual roles with a dedicated object board I think this is what u mean.
Wish I can gate off view access but not possible I think atm
yeah, i want to track it at the team level so i can do analystics at the team level. i was htinking of using role but wasnt sure if theres an easier way
@Jake if i get you right, you might want to create a new object called Team and then ensure relationship between the people and Teams.
then, lets say your Opportunity and Company are referring Teams. That's another relationship to set up - and you're good to go.
thats a good idea - ill give that a try! Thank you.