HubSpot Ideas

kasiabf

Enable admins to auto-apply list filters for specific teams

Hi, I as a super admin I would like the ability to auto-apply specific list criteria for specific teams and users.

 

We have had a few instances where our SDRs have forgotten to exclude customers from the lists they use to send sequences. At the moment we have no control over this happening and its causing some issues internally.

 

It would be great to set standard filters that automatically apply to lists created by specific teams so we can exclude live customers and deals as standard. 

 

This would save us a huge headache - currently the only option we have is to opp clients out of one-to-one comms subscriptions, which would prevent our account management team using sequences