Great minds think alike

Sales teams and Super Admins are spending an insane amount of time manually requesting company/contact ownership and updating the records. With a large team in place, it would be the wild wild west if everyone had permissions to change account ownership. It would be beneficial for sales teams and their admin if a button was imbedded within the account page to request it from the admin. Sending an email or teams one at a time with the link, then the admin having to go in one by one to change ownership is extreamly time consuming. If a list would populate for the super admin, with last contact date, current owner, requested owner, lead stage and an "approve" or "deny" check box or button ,the admin could quickly approve or deny based on the rules of engagement in place. Sales teams would spend more time selling!  ...read more

Would love to see the app include this community forum. ...read more

Currently the only role that can access the Account Overview is someone who is a SALES HUB ADMIN.    However, we have an account team (not sales team) who would benefit from this view as it provides a snapshot of information relevant not only to sales but to their management of customers. In particular the inline management of the buyer role where you can see all company members at once (very helpful!) I do not need these team members to be able to do all the other SALES things - deals, forecasting, sales reports and what not - so paying for an entire seat for the aggregated view and management of info available elsewhere in the HS UI seems a bit much.    I think Account Overview should be a CRM feature, not a SALES HUB feature and permissions adjusted.     Thank you! ...read more

We have vendors we would like to give access to HubSpot so they can track and report on lifecycle and analytics, but we don't want them to have access to customer information. There is currently not a way to give access like this without access to the contacts. ...read more

We want to allow external partners we work with use HubSpot, and it will work for us to set the users up so that they only see their own deals, contacts, and companies. However, in the deals pipelines (and maybe elsewhere), they would still be able to see all of our HubSpot users names and emails (in "Deal owner" dropdown).   It's just not ideal for them to have access to each other's contact information, so it would be great if we could limit this so they can't see this list. ...read more

Some companies have private information internally and not everyone should be able to see that. Also with this the ability to not create a duplicate account for them.  ...read more

Hi there,   If it were possible to assign a unique merchant ID to each user account, we would be able to run a lot of our current payments (most, if not all) through this integration.    ...read more

At the moment it is tedious to have to log in with 2FA on the web and inthe Outlook desktop app which discourages our team to use Hubspot and add contacts. Allowing password-only signin from known IPs would be excellent. ...read more

Hello!   In HubSpot, we can currently set permissions for each property allowing some users to edit or just visualize, but this currently does not apply for import. So a user with importing permissions can import data to properties and objects they do not have access.   Would be great to have the same permissions from properties for importing. Best, Felipe Felix ...read more