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Granting Edit Access for CRM Users in HubSpot

Enable Users to Change Lead Status by Adjusting Permissions

Issue:

If users are unable to change the Lead status in HubSpot CRM, it may be due to insufficient permissions.

Solution:

To enable users to edit the Lead status, you must grant them full edit access to contact records. Please note that permissions for individual properties, such as Lead status, cannot be adjusted separately; the access is tied to the entire contact record.

Steps to Grant Full Edit Access:

  1. Navigate to Settings: Start by clicking on the gear icon in the main navigation bar to access your HubSpot account settings.

  2. Select Users & Teams: In the left sidebar menu, click on “Users & Teams”.

  3. Locate the User: Find the user who requires edit access. Click on their name to manage their permissions.

  4. Edit Permissions: Within the permissions tab, ensure that 'Full Access' is selected for 'Contacts'.

  5. Save Changes: Remember to save your changes to finalize the permission updates.

Conclusion:

By following the steps outlined above, users should now have the ability to edit the Lead status in HubSpot. If issues persist, double-check the permission settings or reach out to your HubSpot administrator for further assistance.

For additional help, feel free to refer to the HubSpot support documentation or contact support directly.