Wussten Sie, dass wir eine deutschsprachige Community haben?

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
23 Kommentare
ejohnson0832
Berater

Definitely need this feature. The rest of the team does not need the capabilities of a pro account but the team needs the ability to use multiple email conversation templates. 

Juliams
Mitwirkender

Agreed. Would love to choose which templates our team have access to use.

cottley
Berater

This would especially be nice, since when onboarding, we all created templates that were not very useful in real life practice (during training) - but those became the first 5 templates that our non-sales people see. So now that we have real templates we use, I would like to go back and specify which ones our CRM users can see.

MASCMedical
Mitwirkender

It's strange HubSpot wouldn't fix this.  You guys do a great job with most things in customization.  This is odd.  

abeselt
Mitwirkender

Bumping this again. This really needs to be done. 

debra-jmxbrands
Berater

This is a huge oversight on Hubspot's part. I need to create a template for everyone to use but I am not going to ask the people in my company on the sales upgrade to delete and then recreate their templates (and sequence and so on) so that I can make this the oldest. It is something we need to sales operations so I am going to need to find a solution outside of HubSpot.

pwiarda
Neues Mitglied

This would be very helpful. Not everyone in our organization needs a sales seat, but sometimes we want to share a key email template.

BBarnes2511
Berater

Not being able to do this is very limiting

Mariafilipe
Berater

This would be really important for templates, snippets and documents - all assets with the 5 item limitation for free users. In our case, we have teams with several paid users and several free users. The paid users should be able to share amongst them as many templates/snippets/documents as needed and then we should also be able to manage which free users should have access to each up to the 5 count limit.

As it stands right now, free users can't really use any of these features...

FionTran
Besucher

Templates are useless for those users who do not have sales professional! Rediculous!