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BMcGee en Enero 15, 2025
I've tried to export our User list from Settings, and even though in a knowlege base article is says you can export the seat assigned to each user, when I export it, that information doesn't show. It will show the Team(s) and Permission Set assigne Leer más
0 Me gusta
3 Respuestas
Administrador de la comunidad
Enero 21, 2025 18:12
I agree, @BMcGee ! I can absolutely see the value of changing how this exports -- I encourage you to consider creating a post on our Ideas For...Leer más
ohergli en Enero 15, 2025
Hi all, I’m encountering an issue while testing the Sales Enterprise properties access. When assigning access to users, I must choose between the following options on the contacts access: All contacts Their team’s contacts Their contacts Leer más
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2 Respuestas
Participante
Enero 15, 2025 06:28
Hello @karstenkoehler , Thanks for your prompt response. I have attached two screenshots regarding both access management tools, the first ...Leer más
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Carol5 en Enero 13, 2025
Hi all, What are the reasons a super user enterprise level sales hub seat cannot "Bulk Assign" deals and client contact? We have some people movement so deactivating their profiles, upon trying to bulk assign their contacts/open deals, the wind Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 14, 2025 00:10
Hi @Carol5 , A super admin should be able to bulk assign records. There is a recurring bug however where – when selecting a large number of co...Leer más
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Carol5 en Enero 09, 2025
Hi everyone, just wondering whether View Only seat allows the user to export deals? Thanks!
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 10, 2025 00:15
Hi @Carol5 , Just checked, no, view-only seat do not include the "CRM tools" permissions which include Communicate, Bulk Delete, Import, Expo...Leer más
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SBrooks10 en Diciembre 10, 2024
Is it possible to give your sales team paid Sales Enterprise Seat AND also give them a custom permission set?
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3 Respuestas
Solución Aceptada
Colaborador líder | Partner
Diciembre 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 ...Leer más
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QGaillard en Diciembre 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
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 03, 2024 07:05
Hi @QGaillard , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....Leer más
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Fidelia99 en Noviembre 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 Leer más
1 Me gusta
3 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Diamond
Noviembre 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...Leer más
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EKelly4 en Noviembre 26, 2024
I am unable to delete a ticket I created on hubspot even though I have the permisssons. Why is this?
0 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 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...Leer más
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Heisenberg en Noviembre 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 Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 25, 2024 12:36
Hi @Heisenberg , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...Leer más
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acarbonneau en Noviembre 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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 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...Leer más
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EKelly4 en Noviembre 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 Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 21, 2024 05:25
Hi @EKelly4 , You can specify which permissions these users should have 🙂 https://knowledge.hubspot.com/user-management/hubspot-user-permi...Leer más
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LPCarney en Noviembre 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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 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 ...Leer más
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