Is there a way to hide or remove the “Create Quote” button in HubSpot based on user roles or permissions?
Ideally, I’d like only specific users to see or use it.
Is there a way to hide or remove the “Create Quote” button in HubSpot based on user roles or permissions?
Ideally, I’d like only specific users to see or use it.
Yes! You can control this in your HS settings by navigating to the individual object under data management, then going to record customization:
Then, you can create new team views for the deal object that either include or don’t include the dealhub app card:
Then you just make sure you have the right users associated with that team and you’re good to go!
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