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Customize the 5 Sales Templates Seen by Free Users

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.

HubSpot updates
21 Comentarios
christa
Colaborador habitual

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
Colaborador habitual

 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
Colaborador ocasional

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
Colaborador ocasional

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
Visitante

Definitely need this- very frustrating

AlexGallo
Colaborador ocasional

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
Nuevo colaborador

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
Colaborador habitual

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
Colaborador ocasional

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
Visitante habitual

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!