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Solved
SBrooks10 on December 10, 2024
Is it possible to give your sales team paid Sales Enterprise Seat AND also give them a custom permission set?
0 upvote
3 Replies
Accepted solution
Top Contributor | Partner
December 11, 2024 04:38
Hey @SBrooks10 , Just to add to @karstenkoehler 's point here as I had an issue with this only yesterday! For someone to have a permission ...read more
Solved
QGaillard on December 03, 2024
Be able to add a number of max. Slot per day per meeting link. Use case : I still have availability on my planning, but I want to do max 3 QBR or 4 demo/day to keep capacity for other topics
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 03, 2024 07:05
Hi @QGaillard , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
Solved
Fidelia99 on November 28, 2024
Hello everyone, I’d like to use Salesforce as our source of truth for contact ownership, which means I need the Contact Owner in HubSpot to be updated whenever changes are made in Salesforce. However, I’ve noticed that in the current sync read more
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Diamond Partner
November 28, 2024 05:11
Hi @Fidelia99 Do your salesforce owners have corresponding user accounts in HubSpot? If my recollection of this is accurate, an owner needs to e...read more
Solved
EKelly4 on November 26, 2024
I am unable to delete a ticket I created on hubspot even though I have the permisssons. Why is this?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 26, 2024 05:47
Hi @EKelly4 , This is a bug I've experienced before. For some reason, when you select all records, HubSpot sometimes is offended. Try to selec...read more
Solved
Heisenberg on November 25, 2024
Hi There, We are quite new to HubSpot and currently we have two accounts. One for production and one for sandbox. Both accounts are visible for all users and sometimes our users mistakenly log into the sandbox account and keep on performing thei read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 25, 2024 12:36
Hi @Heisenberg , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more
Solved
acarbonneau on November 21, 2024
We created a deal property (field type upload) where the deal owner uploads the executed contract after a deal has been won. Is it possible to make the access to this field dynamic based on the deal owner? I know I can select specific users or team read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 21, 2024 10:14
Hi @acarbonneau , No, this is not possible at the moment, see here: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-pr...read more
Solved
EKelly4 on November 21, 2024
Hi, I'm trying to make a workflow that when a ticket is in status (passed on), that it gets passed on to our sister company and an email be sent to them that the ticket is passed on. In order for me to do that I have to add someone from our sis read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 21, 2024 05:25
Hi @EKelly4 , You can specify which permissions these users should have 🙂 https://knowledge.hubspot.com/user-management/hubspot-user-permi...read more
Solved
LPCarney on November 14, 2024
Hi All We have just moved to Hubspot, everyone else is having no issues, but one of our users cannot login to Hubspot. Every time he follows the same login process as the rest of us, it takes him to the same default Hubspot screen as the rest of u read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 15, 2024 00:11
Hi @LPCarney , In scenarios like these, you can also log a ticket with support on behalf of this user – and share screenshots, details, steps ...read more
Solved
Marie_ on October 26, 2024
Does anyone have a workaround to stop a contact owner from removing themselves without assigning the contact to someone else? ie, I don't want the contact to be left unassigned The scenario: A sales contact owner wants to give up a contact and read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 27, 2024 02:16
Hi @Marie_ , Users that can edit a field in HubSpot also have the ability to leave it empty - the two can currently not be separated from each...read more
Solved
MCanna on October 14, 2024
Hello we do not see anymore the contacts on our dashboard. We have all the contacts on carifsrl@gmail.com but we can't see them on HubSpot how to rehave all contacts thanks Michele canna
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 15, 2024 00:17
Hi @MCanna , Where exactly in HubSpot are you checking for your contacts? Could you please share a screenshot of the entire page? This will he...read more
Solved
Vasiki on October 08, 2024
Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
October 08, 2024 16:17
Hi @Vasiki on the pricing page , you can look for this symbol of a person to find the features that require a seat:
Solved
KGopalakrishn on October 08, 2024
I have a team called 'Call Center,' and I've assigned permissions to every user as 'Contact and Their Teams,' so they can only view the contacts assigned to them and their team members. Now, I have another team, for example, 'Receptionists,' for whi read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Partner
October 08, 2024 10:01
Hey @KGopalakrishn This is an enterprise feature in HubSpot you can create permission sets that enables you to define preset permissions for y...read more
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