Great minds think alike

The New Lead Object is fantastic however the lack of granular settings is a massive roadblock when it comes to team adoption of the tool.  For example; we can only give users access to all prospecting workspaces or only their workspaces - what about global companies with multiple team levels Example 2; we cannot create custom lead properties that are only visible & editable to specific teams (important for multibrand companies). With any custom property created, when cannot customise the lead area display to ensure teams are looking at the core set of properties for this object  Example 3; when it comes to properties there is no setting to restrict which properties are editable and which are not - the system will preset some of these properties and should not be editable by the individual sales users There are many more instances where the default functionality within other objects has not yet been brought into the lead object. Teams are used to the set-up and functionality within HubSpot being mirrored across objects, and this stark difference with leads results in frustration towards a fantastic tool. ...read more

We'd like to restrict record merging separetely with a specific merging permission. Currently the merging functionality is enabled within the editing privileges, but sometimes we want to restrict merging even though the user can edit a record. Today, we have that capability with importing records. A user can import records if they have editing permissions, but only if they also have the specific importing permission set. It also would be good to define a specific merging permission within the object settings: ...read more

Hi All,    For those of you who are not aware, HubSpot will be moving all existing customers to seats-based pricing in September if you were working with a partner. If you bought direct you might have already been migrated.   While for the most part there is no feature loss, a number of our customers are very concerned with this transition as they will be losing a feature that has been very important for their Management teams and Operations teams.   People who are transitioned to View Only or Core Seats will no longer be able to view deal and ticket tags.   This might affect customers who rely on their management or operations teams to see deal/ticket status without needing to manage them directly as is the case with a number of our customers.   Ideally, our customers would really appreciate it if deal tags and ticket tags could be visible for View Only and Core Seats as this feature adds a lot of value to customers who are not in a sales or support roles but not enough value to justify purchasing sales or service seats for these users.   Regards, Bryan ...read more

Request: Add the ability to grant users permission to see association cards on an object record even if they do not have the ability to view the full associated object.   Background: When my company first launched HubSpot 5 years ago, I could set up users with permissions to view/edit Deals they owned, but not to be able to view or edit Deals other users owned (this is still a feature).   However, Deal association cards for all associated Deals still appeared on the right side bar for a Company or Contact regardless of a user's view/edit permissions. All users, therefore, could see that a Deal existed, but they could only click into the Deal and view the full details of the Deal if they were an owner/collaborator on the Deal. Some users in the community found that this feature presented a security concern. However, my company benefitted from this behavior because we could choose to display limited information about a Deal on the Deal card without allowing full access to Deal details.   Some time in the last few months this functionality changed so that a user can only see Deal cards if the user has permissions to view the Deal. Now my users don't know that a Deal exists on a company unless they are an owner/collaborator because an association card's visibility to the user is now tied to the object's visibility to the user. One workaround is to display the Number of Associated Deals, Number of Open Deals, and Number of Won Deals properties on the  Company or Contact left sidebar, but this is only marginally helpful. It still does not allow users to see critical Deal information such as who owns the Deal, the type of Deal, and the Deal stage (all properties that we display on Deal cards). ...read more

I have edited the columns to make the leads page of prospecting relevant to our organisation.    However, I am unable to save this view and share it to the rest of the organisation.    Much like the ability to save views and assign them to particular groups in a contact screen, I would love the ability to do that here as well.      ...read more

Currently, when changes are made to meeting links or user permissions (e.g., sales seat adjustments) in HubSpot, these updates can inadvertently alter meeting settings, such as the associated meeting link, without alerting administrators. This creates the potential for miscommunication or unintentional disruptions in the internal workflows within HS. To improve transparency and security, I would like to propose a feature that either prevents the alteration of meeting links without explicit approval or sends a warning/notification to HubSpot administrators when such changes occur. This would include: Notification alerts when any user updates or alters a meeting link. Warnings before meeting link modifications take effect, highlighting the potential impact. Adding this change to the audit log for easier tracking, including the responsible user's details. User Story As a HubSpot administrator, I want to receive notifications when meeting links are modified and have a clear log of who made the change, so I can ensure that all changes are intentional and can be properly tracked to avoid disruptions in communication and scheduling. Potential Benefits Improved security and transparency in meeting scheduling. Better oversight of changes to key account settings. Enhanced control for administrators to prevent unintended workflow disruptions. This feature would ensure that administrators are always aware of changes affecting key account settings and can respond promptly if any unintended updates occur. Thank you for considering this request! ...read more

Currently, only super admins can change a closed Lead Status from Qualified or Disqualified. Given our operational needs, we would like to extend this capability to lower positions, such as sales reps. Please add this request to the roadmap. ...read more

Currently HubSpot limits user session timeout length to a max of 1 day.   As a user: I may take a single day off or find myself not utilizing the HubSpot interface for a day, resulting in the requirement to login again. As an admin: I am not in HubSpot every day, but I might be in it 2-3 times a week, each of them requiring me to log in again. As an SSO/SCIM admin: I am annoyed that HubSpot's limited options block me from properly managing security in a way that best suits my organization. Earlier this year HubSpot did not provide control over this and sessions were indefinite. Now it seems the pendulum has swung to anothe extreme. (e.g. it is difficult to imagine anyone wanting 15 minute session inactivity timeouts)   Please give admins the ability to set a more reasonable session timeout length! ...read more

If a user is sick or on vacation, it should be possible for other users to be notified when the absent user's activities are due or when emails about deals are received. ...read more