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The edition of deal stages by pipeline should be able to be restricted by team or user permissions. ... Afficher plus

I need to check and update one of my teams. There are 33 users in the team and I would like to add 12 more and remove a few, but the total list consists of over 50 users. Editing the team members in the narrow right bar is an absolute nightmare. Is there a way of enlarging the bar? ... Afficher plus

At the beginning of a new fiscal year we want to deploy one user to multiple countries or teams. How can we deploy this? HubSpot technical support mentioned that a user can only have goals created for their primary team. So they cannot appear in goals for more than one team. That;s sounds not logic. Does anyone have an idea to solve this?  ... Afficher plus

- This would be handy for all super admins    - Whenever I delete a user from HubSpot, it shows how many deals/companies/contacts etc the user is associated with. However, it does not show if this user is associated with any workflows.  It happens that we miss updating workflows due to it not showing in the "deletion part" when removing a user. This causes the workflows to stop working.  + workflows ... Afficher plus

A lot of our clients need the possibility, to send internal information to generic email-addresses, for example when forms have been submitted (e.g. a contact-form routed to a "support@"-inbox).   Since it is not possible anymore to enter a generic email-address (that is not set up as a HubSpot-user) for the submission notifications, we have tried several other ways. Sending notifications to different addresses, depending on what was entered in the form, is even more complex.   - if you add the addresses as HubSpot-users, the accounts would have to be fully set up to be able to either enter them in the form, or for internal notifications within a workflow. As partner-agency, we would thus always need someone with access to the inboxes, to set up the accounts on client's side.   - not a nice solution altogether, but if you alternatively want to send the notifications via internal marketing-mail, the internal contacts will always count towards the marketing-contacts-limit, and you additionally face the risk, of someone unsubscribing and the teams therefore not receiving the notifications anymore   There should be a way to flag/identify these generic addresses to make the set-up easier and avoid the issues outlined above. ... Afficher plus

We need a field to allow users to enter and manage their job title. This will help to enhance the Preset of email signature. ... Afficher plus

Right now we don't know WHO from the team has or hasn't installed the extension. Checking on each team member if they have installed it is kinda crazy.  Just want to see how has installed it and then remind them on how/why it's super important to have it.     ... Afficher plus

Hi, I would love to see the ability to mark certain properties as Read only to manage complinace and CRM hyigene.There is a work around with creating a new field and using the "assign to users/teams" feature. Unfortunately this is not available to professional license users. The ability to cordon off certain fields for edit is a requirement at all levels and is not an "enterprise" level usecase :).  ... Afficher plus

Hi, As a security measure businesses need to be able to lockdown who can receive hubspot system emails as well locking down who can recieve previews of any marketing emails. Hubspot users with access to email marketing tools are free to create preview recipients at any email domain. This current list needs to be editable, but ideally this should either be an approved list of emails or email domains. Echoing another ideas post, currently when sending out test emails in marketing tools there is no way to audit who sent or received test emails. Given the need for business to maintain security and confidentiallity around unreleased materials, Hubspot needs to be able to restrict sending of emails to an an approved list of email addresses or email domains. Ideally this would be a allowlist section available in the setting section of Hubspot. Google Ads has a similar mecahnisum for restricting access to the portal. Additionally to this, using the above allowlist would make it far much easier to allow distribution of notifications, such as form submission notices. The current set up requires users to be added to Hubspot, when in fact they only need to be made aware of submissions, but do not need access to the platform. The recent policy update requiring all users is combersome and adds complexity in adding unecessary users to a hubspot portal. https://community.hubspot.com/t5/Releases-and-Updates/Sunset-Adding-non-user-emails-to-form-submissions-email/ba-p/629372 Use of this allowlist could be extended futher to help remove internal/staff, third-party partners and development activities from being included in real stats and reporting. It would provide much greater accuracy. Thanks ... Afficher plus