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Customize the 5 Sales Templates Seen by Free Users

: Idea Submitted
noah
Submitted by noah on ‎06-15-2017 09:54

Free users are limited to 5 templates; unfortunately if you have more (for example 10) template within your company free users only see the oldest 5 templates.

I want to select (for every free user) what templates they can use.

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25 Replies
christa
christa
Regular Contributor
‎08-08-2017 12:18

This is a must have. Not all Hubspot users need the full feature of Sales Pro. We do work as teams and will have a few templates everyone will need access to. Ability to select templates available for each non Pro user is critical to the team effort.

Eumari
Eumari
Regular Contributor
‎10-31-2017 06:59

 Definetely need it. It was my understanding that free users had access to 5 templates but the last ones are not necessarily relevant to free users. These templates should be able to be chosen from a library rather than automaticly taken from a list of  templates created by Sales Pro users. 

thibow
thibow
Occasional Contributor
‎11-22-2017 08:43

Tottaly agree, we should have the choice for the 5 templates we want to share for the free users, in my case I only need to give access to 1 template and I can't because of the restriction...

Sanna_E
Sanna_E
Occasional Contributor
‎02-20-2018 04:47

This should be fixed. Most of our employees have Pro and a few of us are free users (we don't need everything Pro offers) and only need a couple of templates of our choosing.

jipmidge
jipmidge
Visitor
‎02-28-2018 04:21

Definitely need this- very frustrating

AlexGallo
AlexGallo
Occasional Contributor
‎03-24-2018 03:42

I agree as well.  We have paid and free users.  We should at least have the ability to select which templates to allow a free user to use, rather than limiting us to the first five that were set up.

BrentTrickett
BrentTrickett
New Contributor
‎05-04-2018 04:47

PLease fix this. I really have only 2 templates that my free users need to use. It would be nice to pick which templates teams have access to.

michaeljay201
michaeljay201
Regular Contributor
‎05-15-2018 02:54

We have more than 50 free users, one Sales Starter (myself). For the rest of my team, they really only need 4 or 5 templates to share among all of them. I could understand sharing up to 5 templates across the entire team (not selecting 5 unique free templates per user). I could live with that. 

StacieB
StacieB
Occasional Contributor
‎09-13-2018 12:32

I even think being able to organize them would be helpful.  We are a smaller company, but I would say being able to bring 5 to the top (as the first 5) would allow at least the rest of the staff to have our basic templates.  When we created/uploaded our templates, we started with the ones that we needed at the moment. Now we are uploading our basic ones that I would want our staff to have access to, but I can't bring those to the top. Or they should make it clear before we start that the first 5 that are uploaded will be the ones your whole staff would have access to. .. . .

alexahodgson
alexahodgson
Regular Visitor
‎10-09-2018 10:28

Agree, it is ridiculous that we can't specify which templates are the 5 available to the wider team, not just those with "sales starter".  Really hoping hubspot fix this soon!