Great minds think alike

As a Superadmin I should have the ability to be able to override the 2FA on my own account. I am working with a developer who was unable to complete 2FA on a mobile phone. I think it is discriminating to assume that everyone has access to their own mobile!!! It would be good to at least be able to choose how we use 2FA in the first instance. For example, email verfication. It is really stupid not to have this feature. It took a load of time and effort to work around it, when it should have been a simple switch. Apparently SSI is available if you want to upgrade to Sales Hub Enterprise which is Hub level I do not need!!! Grrrr very frustrating.  ...read more

I would like to have my users create their own deals in the pipeline and once its created would like for them not to be able to edit their own deals. The reason for this is because we are a sales organization with a lot of information on deals that get adjusted while in the pipeline. It's easier for administration to track and pay out the correct amount if the user can edit the information only when they input the deal and not after. The idea here is that someone internally within scrub the project and make sure all the payment information owed to a representative is correct or needs to be adjusted. From that point on the representative would only be able to follow the project in the pipeline and not make any adjustments. This feature ideally would come with a toggle feature to shut it off or on depending on the user. The same idea could be applied to the contacts in the CRM.     ...read more

Though I totally appreciate the safety measures, it would be great if approved team members (either with some authentication or secret password or permission granted by the "original creator") could make changes and "save view"  to a report on their behalf.     I thought I successfully added columns to a recurring report/list as requested by my colleague, the orginal creator of the report.  However I was not allowed to "save view" since I am not the original creator.   This results in more work that falls back on my colleague, instead of me being able to manage this relatively menial task to help her out. ...read more

We have enabled the "Restric new content to creators and their teams" feature in our users & teams settings. So far, so good - for us it works great, except for lists (BETA) and the criterias. https://knowledge.hubspot.com/account/partition-your-hubspot-assets   "In addition to the list filters, a contact will only appear in a partitioned list if they meet one of the following criteria: The contact is owned by a user on the assigned team. A custom HubSpot user property on the contact record is set to a user on the assigned team."   A good feature would be to be able to turn on/off above criterias and only make sure the restriction applies to the list, but not the contacts.   Example of a pain in our organization where we have lots of teams reflecting our organizational structure. 1: A contact that is owned by Company A, signs up via an event form which is created by Company X.  2: When Company X creates a list for all the signups to their event, they do not see all registers as they are not the contact owners. (creating a custom property and educate all our editors on how to use it would be a massive job and investment.)   See example picture.  We are using the same filtering for two lists but one is assigned to a team.    TLDR; Suggestion Delete the contact criteria for the "restrict new content to creators and their teams". ...read more

I would like to be able to see the specific User that completed an action.  Specifically these: Merge of two records - I would like to know who cleaned up the duplicate on the Activity section of the contact record. Right now it just says "Contact Merged". I would like to know by whom? Subscription updates - I would like to see the specific user that updated a subscription. Right now it just says "Portal User".  ...read more

Olá. Alguém usa esse CRM para imobiliárias ou corretores autônomos? Se sim, sabem me dar as primeiras dicas?... Obrigada ...read more

THe only option now for users to access recycle bin is to grant the roles assigned to them with the "Account Access" option which also grants them admin like access -  this is not applicable to all cases as other roles should at least have the ability to access and restore their own deleted items.   It would truly help if  we could have something similar to CRM access levels, just by adding a recycle bin / restore column under the crm access right after  the "delete" column would do the job. ...read more

It's sort of creepy that you are requiring using to provide you with their cell phone numbers to use your service. I appreciate that you are spinning it for our protection but if it were really FOR US, then you'd have an alternate method that did nor REQUIRE that we give YOU our cell phone numbers.    ...read more

It would be great, to get a link to share guides with users. This is not possible at the moment and bit confusing  ...read more