Grandes mentes pensam igual

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 ... Exibir mais

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) ... Exibir mais

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. ... Exibir mais

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.      ... Exibir mais

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... ... Exibir mais

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.  ... Exibir mais

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. ... Exibir mais

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. ... Exibir mais

I'd like to be able to create customised views of the users with columns in a specific order - essentially the same feature that is available for Contacts and Companies 1. Who: This is for administrators to want to see a pre-filtered view of users with important columns for a specific function - activation status, last logged-in, deactivated, etc. 2. to be able to see just the information required to perform the task (columns and filters) 3. Clearly see lists of users and key properties when performing admin tasks 4. See Contacts / Companies / Deals / Tickets / etc... ... Exibir mais