Great minds think alike

Currently, within HubSpot settings, it is possible to enable approval permissions separately for email marketing content, landing pages, and website pages, ensuring these can be reviewed before being sent or published online. However, this functionality falls short when dealing with the frequency of updates that content often undergoes in a real work environment. The limitation lies in the fact that each user can request approval for a page only once. HubSpot team, please consider the possibility of allowing users to submit approval requests multiple times. Furthermore, once the content is approved, users should also have the ability to publish it, just like the approver. This enhancement would align more closely with the dynamic content strategies businesses require. #Users & Teams & Permissions  #Account Settings   ...read more

Hi HubSpot Community, I'm curious about AI permissions within the CRM. Currently, it is not possible to limit AI access to specific CRM objects/properties.  If I toggle on the CRM data it is open to all objects/properties. It would be nice to have more control for sensitive data by limiting the objects/properties the AI can access. Is this something that might be available in the future? I'd appreciate any insights or updates on this functionality. Thanks! ...read more

Is there any way this could be a setting? So we could make the decision of whether we want deactivated users to show up as selectable for ownership assignments or not? We are running into an issue with trying to make sure ownership is properly assigned / historically tracked for all deals, current and past, so we know who worked with whom. We have some deals were ownership was not properly assigned at tht time, and we cannot now fix it, because deactivated users are no longer allowed for ownership assignments. I actually see that there was a request in recent years to remove them from ownership assignment... which seems to be what some folks wanted. But it's not what we needed at all. It's the exact opposite. ...read more

Buenos días, todo comercial debe hacer antes de que empiece el año una previsión de las ventas que va a realizar en función de los clientes ya existentes y otros de nuevos. Para hacer esta previsión, HS solo tiene la previsión general, pero ES NECESARIO, poder incluir en cada cliente lo que preveo que me va a comprar, ya sea a través de un negocio, o una página nueva, y que cuando me lo va comprando se vaya descontando) independientemente de la previsión que ya existe.   gracias ...read more

We have a large number of users with frequent turnover, so we're often deactivating users.   Because we cannot filter incomplete tasks by deactivated users only, we have modified our process to delete, complete, or reassign any assigned incomplete tasks prior to deactivating a user.   In the UI, incomplete tasks assigned to a user will appear in the section at the bottom titled, "Review user's records and assets." The number shown will specifically reference the number of incomplete tasks. When clicking on the number of incomplete tasks, or clicking on "View all," however, you are taken to a page of ALL tasks assigned to that user.   If the user detail page is specifically showing incomplete tasks, it doesn't make sense that clicking on either/both of those links would not filter down to the incomplete tasks as well.   Because "task status" isn't shown as a quick filter at the top of the index page, it's especially annoying that each time, I have to go into "More filters" and add "task status = not started" to find the lingering incomplete tasks I need to address before deactivating the user; completed tasks will always default to the top too. This adds a ton of unnecessary clicks and really slows down the user management process.     ...read more

The information about the next payment amount is visible in "Account & Billing" for all super users. Unfortunately, especially in larger companies, super users are not responsible for billing information. This information should be restricted for instance to one super user only, and others should see this only when granted a special additional permission. ...read more

At larger orgs with many different objects and a complex funnel, I'm starting to think that the tabs in the center column should not be sticky.    Instead, we should be able to assign a default column for each object AND pipeline.    That way if I view a ticket record that was created through integration it doesn't show me a blank activity feed. I can see better guide users to the correct view as an admin.  ...read more

After upgrading our Sales Service from Professional to Enterprise, we built our IVR Menu for both our customer and sales teams. The settings initially allowed each type of seat to be added to its corresponding channel. However, I now understand that this tool is only available for Support Services. As a result, new sales team members are restricted from being added to the calling channels unless they have both Support and Sales Service seats. I’d recommend reviewing your tool's outlines and configurations to simplify the process for customers like us to use your tools effectively. ...read more

Hey folks. For those of us who do allowlisting of  Sending IP addresses to ensure delivery of emails, it can become a problem if and when our Sending IP addresses change.   It would be nice if we could subscribe in some way to be notified if and when those addresses change. ...read more