Great minds think alike

Hey All,    So we all know that the key to closing an inbound inquiry is to jump on it, and fast.    let us say for example, John, Mary & Joe are all working the EST region, and a lead comes in from the website, that gets assigned to their team,  but john is actually on leave today, how do we    A) recognize that he is not around today B) have the lead round robin'd to the other two    thanks all    and do it all automatically? ...read more

While uploading CSV to create new users, following additional columns will be more helpful  First Name Last Name Team This will make team allotment more convenient and save us a lot of time.      ...read more

It would be great to be able to export a view of users and teams from the settings.   Companies that have a large number of users struggle at times to have a clear picture of what permissions each user should have. To audit this information, it would be helpful to navigate Users and Teams and export a spreadsheet with the user's name, email, team, role, and date of last active or last login.   That way we can decide who should be part of each team and with what permissions. I've seen many times when people who don't work at the organization anymore still being a user in HubSpot. That can be tricky for large companies.   So I would love to be able to export the view of users and teams ...read more

Right now, it's possible to create a specific view for a team, but I would like to be able to create a view that is associated with a role, as we have sales teams with this role in each team, but I don't want to put this role on the same team as they would have permission to edit each other's stuff.  I would just like to have a specific view for that role.   ...read more

Buen dia a todos considero que Hubspot nos permitiera tener a un usuario en 2 o más equipos o en su caso ciertos usuarios pudieran seleccionar el equipo en el que se crean el contacto o negocio, esto debido a que en muchas ocaciones un vendedor puede estar en uno mas equipos, suponiendo en este ejemplo el vendedor A del equipo A esta en apoyo en el equipo B y concreta un negocio, esta debe reflejarse en el Equipo B y no en el Equipo A, como esta actualmente configurado. ...read more

We have a self-serve feature for prospecting on our sales team. We want to ensure people aren't abusing the system, and so we make it impossible for them to see new (unassigned) prospects based on their role. Manually changing this can be pretty annoying.   It would be better if we could set triggers and have an active list (ie. only has so many deals assigned, etc) that would then set their role.   I could see how this might also be useful in other cases, like only distributing leads in a round robin to those who have hit their sales quotas using teams. ...read more

The user and task lists need to be in alphabetical order. It would make life so much easier ...read more

I couldn't find anyone else posting this. It would be great for us if we could set primary and additional roles, like we do with teams. We have many users who would need access based on multiple roles that they have, and this would make it a lot easier to maintain, than having individual permissions, or a lot of extra "hybrid" roles.   ...read more

Export account activity history reports: It would be helpful to be be able to export account activity history for a user for their entire time as a user, or for at least a year at minimum. This information is helpful when doing reviews, audits, and managing employee issues which often don't come up within the 90 days currently stored. ...read more