Hi Hubspot Community,
We are running into a limitation of HubSpot’s forecasting abilities that seems to be rooted in Hubspot’s SMB roots.
We have overlay resources working on a sales engagement who need access to the deal record, account, and contacts (mostly BDRs, SEs, and Partner sales), so they need to be added to the team’s structure in HubSpot. This said, these overlay Hubspot users should not be listed in the forecast hierarchy and roll up – but they show up due to the Teams architecture controlling both record accessibility and forecasting.
On custom profiles there is a toggle for Forecasting access but its “grey’d out” and I can not turn off forecasting for the users who shouldnt be in the forecast.
Who has a team selling model and has sovled this issue in Hubspot? Or who has found a alternative forecasting tool that connects to Hubspot?