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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 ... Afficher plus

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.   ... Afficher plus

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. ... Afficher plus

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. ... Afficher plus

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

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.   ... Afficher plus

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. ... Afficher plus

I have two separate teams who create contacts in our hubspot account. When person from Team A creates a contact and wants to assign ownership to another person on Team A, there should be a way to hide people on Team B. ... Afficher plus

Buenos días,  Propongo una idea de mejora, sobre la gestión de los duplicados en HubSpot. Ahora mismo, únicamente quien tenga permisos de edición sobre todos los contactos y compañías tiene la función de gestionar duplicados habilitada. En el caso de que uses HubSpot para varios equipos, limitando el acceso al CRM en función de esos equipos y qué contactos estén asignados para cada equipo, la opción de gestionar duplicados aparecerá desabilitada, impidiendo que cada equipo pueda gestionarlo. Únicamente para aquellos roles con acceso total será posible, dificultando enormemente la tarea y corriendo el riesgo, si se habilitan permisos, de grandes interferencias entre equipos.  La solución que propongo es habilitar la gestión de duplicados tal y como está ahora, para aquellos roles con permiso de edición, pero teniendo en consideración el team/equipo al que pertenece cada usuario, de tal forma que pudieran gestionar sus propios duplicados.  Espero que sirva de inspiración y punto de mejora, y pronto podamos ver la herramienta mejorada.  Un saludo,  Álvaro ... Afficher plus