I would like to control the "sharing" properties in snippets the way I can with documents and templates. Reason for this is twofold:
1. Some snippets aren't intended for companywide viewing (corporate, service, etc)
2. Given that free users are limited to 5 snippets, its a good way to not have those 5 available slots not clogged up with snippets that they have no use for
This feature would help ensure that important company-wide snippets aren't "accidentally" deleted or modified. The same settings that are available in object access would be great! An audit trail on snippets would be helpful as well.
Having team level view permissons for snippets would be great. As a marketplace it creates clutter when one of our teams is trying to search for a snippet and they have to sift through another team's snippets.
Agree here!!! Submitting on behalf of customer as well, but often use snippets myself and would be great to be able to have streamlined access to my personal snippets.
I am looking for something very similar for a client at the moment. They are in the automotive industry, and each sales rep would like to use snippets in their way.
Plus, having all of the snippets show up just looks untidy.
I'd love for the next updates to take care of this.
This feature is definetely needed! Especially with the Quote tool, global teams currently see ALL language versions of the same snippets. This is unbearable for a sales rep since they need to know the name or # when wanting to find the correct snippet.
Our company uses Hubspot in sales, marketing, success, etc. I am adding our team's snippets in a folder, but when the team members need to look for new snippets, they see the list of them from all the teams. Super confusing and time consuming. Our success and support teams are going to grow a lot and i don't think sales will be happy to see 100+ snippets coming up... Can we set it up that the snippets visible are only from the specific folder?
i would be useful to be able to limit the snippets that a team can or cannot see (make them private for a specific team) - as for now once a snippet has been added to our portal, all users from all teams are able to see it...
I want to use email snippets for the sales team and live chat for customer service. The audience and messaging are completely different. Short form for chat and more detailed messaging for email. There should be a way to partition these snippets out?
As a follow-up to this and a confirmation of what @lgil mentioned, the new approach to Note Activity Permissions currently in Public Beta can be adopted for Snippets.
@KyleJepson, I just came across this in the product updates. HubSpot already created the solution; it just needs to be applied to other areas.
Having permissions would be a HUGE value add for snippets. It is almost impossible to use snippets when everyone has their own personalized way of conveying things but all snippets are shared between all users. This causes the snippits tool in Outlook to become unmanageable.