(Current setup = ownership is at company level. Reps can assign themselves to any company in their territory, companies automatically get unassigned based on lack of activity)
Caps on how many companies users can own
We’re looking to cap how many companies a sales rep can actively prospect at one time to drive better focus and ensure fair lead distribution as our sales team scales.
We haven’t found a native HubSpot way to limit the number of companies per rep, which feels like a pretty common requirement.
Has anyone solved this?
Workflows, Ops Hub, custom objects, external tools, or creative workarounds all welcome!
(Current setup = ownership is at company level. Reps can assign themselves to any company in their territory, companies automatically get unassigned based on lack of activity)
(Current setup = ownership is at company level. Reps can assign themselves to any company in their territory, companies automatically get unassigned based on lack of activity)