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Understanding Sales Seat Assignments in HubSpot

Optimize User Permissions for Enhanced Sales Processes

Overview

In HubSpot, user permissions are influenced by the type of sales seat assigned to each user. Understanding these seat types is crucial for optimizing access to various features within the CRM and enhancing your sales processes.

Sales Seat Types

HubSpot offers two main types of sales seats:

  1. Sales Enterprise Seat:

    • This seat provides comprehensive access to advanced features and capabilities.
    • It is ideal for users who are actively involved in sales activities, such as managing deals and interacting with customers.

  2. Non-Sales Seat:

    • Users assigned a non-sales seat face several limitations within the CRM:
      • They are unable to create, close, or edit deals.
      • They cannot engage directly with contacts, which restricts their ability to support sales efforts.

Feature Access

To identify which features require a sales seat, users can refer to the pricing page on HubSpot's website. Each key feature is marked with specific symbols that indicate whether a sales seat is necessary for access.

Conclusion

To enhance productivity and streamline your sales processes within the HubSpot CRM, ensure that users requiring full access to sales functionalities are assigned the appropriate sales seat. For the most current information on features and seat types, always check the latest updates on HubSpot’s pricing page.