Great minds think alike

Currently, anyone with assigned sales or service seats (and their teams) will appear in the forecast tool. I would love a way to exclude users/teams who do not need to be reported on in the tool, as not all of our paid users have a quota. It would be a bit easier for our senior leadership team to digest the information that includes the teams that actually matter to our revenue goals.   Thank you! ...read more

My team are struggling with the space the new sidebar takes up when it is hovered over, as it blocks a lot of their view.  Is there anything we can do to change this? ...read more

We should be able to customize our Navigation Bar items to get to what you want easier. Personally, for example, I often need Lists, Marketing Emails, Contact View, etc. It's annoying to pick from the dropdown all the time for the items that I use daily.  Other softwates have - I think shoud be standard. ...read more

I want to enable bulk delete (specifically index view, allow users to select multiple records and delete), but I want to enable it by user/permission set and by object.    Where we currently see, as admins, the ability to choose View, Edit, Delete, it would be awesome if Bulk Delete was the max permission for the object.   ...read more

User permissions and pipelines access currently act as two seperate layers. A user's deal/ticket permissions will apply to all sales/service pipelines they have access to. It would be great to have a little more flexibility and be able to upgrade/downgrade a users permissions based specific pipelines.   Currently, a user whose deal viewing permissions are set to 'Deals their team owns' will be able to see all their teams' deals in any pipeline they have access to. I'd like to be able to give a user 'Everything' view access to one pipeline while giving them 'Deals their team owns' view access to another. ...read more

From this post, I confirmed that the only way for a rep to be able to delete a single lead they created is to give them Bulk Delete or Super Admin permissions. That seems like an excessive amount of additional privileges just to be able to give reps permission to manage their own leads.    Is there a roadmap to create a separate section of permissions per leads, or at least give the creator of the lead(s) permission by default to delete their own lead(s)? https://community.hubspot.com/t5/CRM/Where-is-the-permission-that-will-enable-users-to-delete-lead/m-p/915955   Thanks Evan ...read more

Currently, lead objects are only visible to users with a paid sales seat. Other departments would benefit from seeing the lead objects and their current stage on contact/company views.   This would improve the general overview for: Marketing: Automated hand-overs from sales to marketing based on lead properties (e.g. disqualified reason) [currently lacking visibility/understanding] Marketing: Evaluating generated leads is hard if you cannot see the object CRM Data Management team: It is hard to build automations around lead objects if you cannot see them. Customer Success team: Interesting to see where a newly acquired customer comes from/if a lead is still open if they e.g. convert via the website touchless  Business Development Team: Hard to create leads if you cannot see if there are any currently associated to the company   Understandable, that working with lead objects is restricted to seats, but read without write permission would be crucial. ...read more

How to prevent a hubspot user from seeing custom events? Unfortunately there is no such option, although it would be important for security reasons. We would like to create restricted access for an external marketing expert, but we cannot control whether he can view or modify custom events. This is a security issue that we have no control over! ...read more

We would like to add a feature that prevents that emails can be send out to recipients that are outside the responsible area of a user or team that sends out the email. For example, we want to ensure that an email originating from Spain cannot be sent out by mistake to another country like the Netherlands without proper permission. Background of the idea Currently, there is a possibility of sending out such emails by mistake, leading to people receiving unwanted emails. We know these mistakes can be prevented manually, but relying solely on manual actions to prevent this, is prone to human errors. Therefore, we propose to prevent this within HubSpot's basic configuration too. Moreover, in many countries, legal requirements such as GDPR emphasize the importance of taking all necessary measures to prevent the send out of unwanted emails. Our specific request to HubSpot is to add a checkbox in the settings that restricts email send-outs to the user's responsible area. In cases where someone needs to send emails to multiple areas for which they have no permissions, they can be designated as super admins. However, a warning message should be displayed to indicate the associated risks. Let's help eachother to prevent these mistakes by all means possible. ...read more