Great minds think alike

When we create quotes necessarily the personal email address is connected to the quote. However, we favor team email addresses, and if we manually change the email the profile picture will get lost which doesn't look nice.   We seek to create offerings featuring team@company.com including a personal profile picture rather then employee@company.com, as inquiries to thes addresses will most probably never be answered. ...read more

We've had a sales person leave our company and found it somewhat challenging to cleanly manage their associated data while we find and onboard their replacement. It would be very helpful to have a way to temporarily re-direct a deactivated user's tasks, deals, and other objects to a manager without reassigning ownership completely. It seems ineligant to create a custom property for each of the relevant data objects or manually sort out all the objects which need to then be reassigned from the manager to our new hire when they arrive. ...read more

This issue has been brought up a few times in the Community, but it doesn't look like it was added as an Idea.   When an employee leaves, we deactivate their account in HubSpot. This allows us to preserve historic detail. This is great and something that we want.   However, the deactivated user is still available to be assigned as an owner of stuff. It should be possible to prevent a deactivated user from being assigned to anything after they are deactivated. ...read more

We use call/meeting types and outcomes for our sales teams activites. They are excellent for automating our workflow.    We really want to start using them for our customer success team. However the list is going to get long and make it cumbersome for our teams to find the proper type or outcome if we put both teams types and outcomes on one list.  Requesting a new feature that would allow us to build out call type and outcomes based on the team a user is assigned too. This would allow us to build out workflows based on a particular department or job description. It would also make it very easy an intuitive for the user as they wouldn't need to have an understanding of the reasons or outcome options listed for other teams.    Please and thank you.  ...read more

I would like the ability to export to MS Excel  a list of users that have sales enterprise licenses and/or service licenses in our account (ideally with HubSpot team as a column in the export). This is in order to communicate this with management in our business, and also to aid budgeting decisions for HubSpot in the coming year. I have  tried to copy and paste from the view of paid users, but it doesn't work!  ...read more

Do not allow non-admin users to access and view other users within the Portal.   If a user does not have the permission allowed for Account Access - they should not be able to view User and Team information!   For portals where we are supporting internal and external users, emails and access levels are displayed.   I see this being a significant security issue - for: 1. Sharing emails and contact details with users who should not have access to this information 2. Providing details for admin users that if a users account was compromised could be used to try and get other access        ...read more

In addition to the "Log in as ..." mode, it would be very helpful to have a "View as ..." mode available. Sometimes, I just want to make sure that e.g. a colleague acutally has the rights to view a certain contact before I share it with them. "Log in as ..." is a bit overdone for these things, especially because I do not want to do anything on their behalf and, also, I don't want to confuse them with an e-mail notification "Isa has just logged into your account". 🙂   Anyone having the same need?  😊 ...read more

Currently there is no way as a HubSpot client, or by HubSpot themselves (via Support) to do a user export which includes the two filters that are on the User & Teams settings screen: Permission Set & Status. These two fields are there as filters in settings, because they are the most useful filters to have, so it equally makes sense that they'd be needed for export too. Super Admins should be able to export this list with these two extra columns in it. The current available data for user export includes: User ID First name Last name Email address Last login date Assigned teams Assigned role Permissions My use case, is I want to take the full list of users and conduct an audit of them, going out to teams to clarify who does/doesn't need access and what level of access everyone needs - I'll also do some general clean up with first/last names, and team & role updates. These two fields I'm requesting would make the former task far eaiser, but can't be exported. So, I'll have to manually note down hundreds of times from HubSpot to excel to record it. To pre-empt the suggestion I could use Permissions, the Permissions (not Permission Set) is a very long string of permissions text and not user friendly to work with teams to determine permissions. Thanks Ryan ...read more

Who is this feature for? Everybody who wants to control the visibility of sensitive data in the activity feed (like not to share data between departments or when setting up business units and the units have shared contacts).   What is the goal? At the moment you cannot control who has access to all the sensitive data visible in the activity feed: if someone owns the contact or has "everything" or "teams only" contact object permission, that user will be able to see the activity feed. There is no way to distinguish between what is displayed there (and I don´t mean view filtering here). Y ou wouldn't want emails or meeting logs with confidential data being able to be seen by members of other teams.   What value will this add?   It would give a crucial security layer to all those cases when a contact has to be shared but data should be displayed restricted.   Examples for the solution: There is now a new beta feature that adds Notes to the permissions and accessibilit can be set.  Also the associated elements on the right side of a contact record can be customized based on the needs.   Activity feed should have the same visibility control as well! ...read more