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Regarding target account/company assignment there should be a way to cap how many target accounts or companies one person can be assigned ownership of.   For example, my client has SDR's that will be in charge of qualifying companies for salespeople. We would like to limit how many we task one SDR with developing at once so we can maintain a certain level of service for our clients and "quality of life" for our SDR's. This would also allow us to easily pull data we can use for making staffing decisions, such as how many additional SDR's need to be hired. ... Afficher plus

If I have a user with a permission set, and an admin applies a manual permission change on something, I do not know that has happened and I cannot undo it.   For example, I have Bob using Permission Set "Sales" and it includes CRM Export. Some admin at some point in the past manually set him to not have export. That manual setting overrides everything I do.   If I create a new permission set for our sales team, and applie to all the sales people, I get no notification that Bob is different than the rest of them. I will think Bob has all the permissions of the new set, but any manual change persists. Worse, when I finally figure out what happened, all I can do is flip Export to on. It's now overridden to be on. I actually want the override to just go away. I want that field to follow his permission set and cease to be a field that an admin has to "remember" was adjusted.   If I assign Bob a new set, I want a notification: "Bob has 4 permissions that were manually set that conflict with this permission set assignment. [ Review ]   [ Reset manual settings ] [ Cancel ] ... Afficher plus

There is an urgent need to create custom properties on account users/"Hubspot Users".   An example of the need for this are user attributes required to connect user records in Hubspot to other systems, like HR platforms.  Most systems use employee ID values as the globally unique identifier for a user/employee rather than the email because the email can change when there is a name change for the user.   Now that system users can be assigned to CRM objects in a custom property field, there is a lot more flexibility to use Hubspot Users which is great, but need to be able to consistently identify these users. ... Afficher plus

Create a top tier permission higher than super admin. Other apps have an "Owner" or "CEO" level that has full access whereas super admins are restricted from making business-related changes like upgrading the account, deleting the account, backing up the entire data file, etc. Not only would this mitigate the risk of having 3rd party contractors work in a company's instance of HubSpot, but it would/should allow companies to edit the super admin permission set. For example, to give an email marketer permission for enough things I have to make them a super admin. And to give a specialist for automation/workflow for objects I also have to make them an admin. Super Admins are too rigid as an all or nothing permission set. ... Afficher plus

Hi   We use different teams to structure the users and security of the crm data.       At the moment, I have no possibility to see the history of the members of a team. I want to see form when to when was a user part of the team. Who added the user to a team, who removed the user from the team. From the other side, I want to see from a user, when did he join a team and when he left a team, who did the moduification. e.g. a user can be part of more than one team, so it would be nice to have a timeline (table) with the history.   Thanks and best regards Bernhard  ... Afficher plus

It would be great if we could set permissions for users to only be able to view specific lists and send marketing emails to specific lists. ... Afficher plus

My client, a large enterprise with a substantial contact base of over 300,000, is currently facing a critical issue. I've spent a significant amount of time today manually building a list to locate all contacts owned by deactivated users. This is a pressing matter that needs immediate attention to get these contacts back on Sales' radar.   Due to the business's size, there are dozens and dozens of deactivated users. When I add another person to the list, it automatically regenerates the preview. The list is quite long so the UI is grinding to a halt and bringing Chrome to its knees.   If I save the list, I have to start over selecting users. The window that shows users is too short...it only shows a few people at a time. And each time I hit 'load more' I only get a handful added to the list. This is tedious.   We need a way to build a list only after all criteria are added and not be forced to wait on these immediate previews.   We also need a user management screen that shows: Users by active/deactivated status Number of contacts assigned to each user currently A system alert that notifies the admin(s) that this condition has occurred and to resolve it asap Having a way to reassign contacts with a workflow or other automation method from a deactivated user to an active one would be extremely useful.   This is painful right now. ... Afficher plus

Problem - Today we cannot mass update extra teams for multiple Hubspot users.     Solution - When you select users using 'advanced filters' & select 'more' - it would be great to be able to mass update users 'extra teams' ... Afficher plus

I know I can edit my conversations based on availability status to assign them only to available team members, but it would be great to have the same flexibility with assigning new contact owners as well. This way, new contacts coming into the CRM will only be assigned to available team members. ... Afficher plus