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I am the manager of a building business, and it would be great to be able to select the permissions of an attachment included in an email sent via Hubspot and/or the permissions of a document hyperlinked into an email sent from Hubspot.    In our business we do alot of up front work, with no cost to the customer, so we want to be able to show the customer the work we have compelted, but in the early stages of the process, we want to protect our IP and not give it all away for the customer to take it to another company. Being able to select permissions within hubspot itself I think would bring a lot of value to my business and others.   Furthermore if an option to have the viewing link expire after a chosen amount of time could also bring value.    The idea is the same as what is currently available within Cloud files as per this link HubSpot Community - Restrict contact's file permissions to View Only - HubSpot Community but instead of it being in another platform, its in Hubspot. ... Afficher plus

Our sales team's rules of engagement limits the number of companies a rep can work at one time.    In parallel, we want to make sure as many companies are actively being worked at any point in time.    While working to route companies to reps that are available, the largest hurdle I am running into is making sure the automation doesn't overload a rep's book of business by giving them 10x the number of accounts they are allowed to work.    HubSpot has confirmed this isn't currently possible. Ideally a solution would include the following: Set maximum object ownership: accross all objects specific to any owner property  Applicable by permision set Triggers/filterable within workflows ... Afficher plus

For security purposes, it would help to have an option where we could require users on our account to reset their passwords--essentially, an additional "reset password" option that requires the user to follow through with resetting the next time they log in. (The current reset password option allows users to ignore it.)   This would be useful when we want to ensure that all users change their passwords each year or due to heightened concerns about the possiblility of a security breach.   Ideally, this feature: Could be applied to all users at once or to one user at a time Could be scheduled (e.g. we could set it to occur on Dec. 1 this year, or on Dec. 1 every year) ... Afficher plus

In our organization we require to create either a Lead or Deal, before attempting to contact any contact. Would be nice to have such a setting. ... Afficher plus

Duplicates are a cancer that will kill any CRM product if left unaddressed.  I believe it's in Hubspot's best interest that ANY paying client--large or small--is equiped with tools to fight the cancer of dupes.       To make such basic admin tools (bulk dedupe/merge) only available to Enterprise or Operations Hub subscriptions is a penny-wise, pound-foolish mistake.      ... Afficher plus

Hubspot Generated an e-mail "Can you provide an updaate on the payment status of the open invoice."we  want updated payemnt information. we dont ask this kind of stuff through HubSpot Something has been hacked. This is what the client got... ... Afficher plus

While being granted app marketplace permissions allows users to install all HubSpot-hosted integrations, there are a few third-party applications that still require a super admin to install. It would be great if it is ensured that users with app marketplace permissions can install all integrations from the Marketplace - especially as a user with partner admin permissions.  ... Afficher plus

If someone in our Service Dept. is consistently creating certain deals, it would be nice to have the ability to set defaults for them - Service Pipeline, Deal or Ticket Type, Product Category, etc. - saving them keystrokes and time when creating Deals or Tickets. ... Afficher plus

As a manager, I like that HubSpot now has the approval feature. However, I'm missing a central place where I can keep track of everything I need to approve.   Currently, I have to browse views for website pages, landing pages, emails and blog posts.   Also, I'd like to be able to publish and approve in a single action. ... Afficher plus