Great minds think alike

We have vendors we would like to give access to HubSpot so they can track and report on lifecycle and analytics, but we don't want them to have access to customer information. There is currently not a way to give access like this without access to the contacts. ...read more

Hi,    Right now HubSpot only allow to give the following permissions for a user in terms of reports 1 create 2 edit 3 view   Edit combine both editing and deleting a report while these two actions should be seperated. Admins must be able to choose the specific permission to assign.  Sometimes we would like to give a user the permission to edit a report while not allow him to delete it.     ...read more

We want to allow external partners we work with use HubSpot, and it will work for us to set the users up so that they only see their own deals, contacts, and companies. However, in the deals pipelines (and maybe elsewhere), they would still be able to see all of our HubSpot users names and emails (in "Deal owner" dropdown).   It's just not ideal for them to have access to each other's contact information, so it would be great if we could limit this so they can't see this list. ...read more

Some companies have private information internally and not everyone should be able to see that. Also with this the ability to not create a duplicate account for them.  ...read more

Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator.  You can only edit the views that are "Created by me".   For example if one Super Admin creates a "default" view for users, and it needs to be modified/updated, no other Super Admin can edit that View.  They have to do a clone and save it as a new View.    Yes, you can clone the original which preserves the sharing, but if that View was bookmarked by any users, that bookmark is now broken.  Same if the URL to the View was provided via email.   The ability to also change the "Manage Sharing" on existing views would be helpful also.   Additionally, the "Created by others" list doesn't show who created the View, so no way to contact the owner to ask them to make a change.   *Also, there is no good corresponding "Label" for the idea category for Views. ...read more

It would be great to be able to set up more granular permissions for large teams.   Here is a use case: With a large sales team, I would like to be able to allow them to edit a small set of properties. I would like to create a group of properties and allow certain team members to only be able to edit value for those. Right now, if I grant "edit" permissions to a user they can edit all properties in the CRM.   Another issue is that the permission to edit contacts also allows team members to create a contact manually. I'd like to restrict everyone that create contacts manually, but allow them to edit a small set of properties.  ...read more

I love to see Projects, not just a task list also with the possibility to use a Gant chart and visualise all tasks in a  timeline. Both in Projects and Campaign would replace the need for Monday or similar SaaS tools for marketing planning.  Would be great in using the function of the projects for Product Marketing and sync all our product launches in one tool!  The elements within a Gantt chart can be grouped into four categories: resources, milestones, tasks, and dependencies. Resources: Project managers must have insight into what resources are needed for tasks outlined in a Gantt chart, in order for each to be completed on time. Milestones: Along your timeline, there will likely be milestones, both small and large, that must be hit in order to keep your project on track. A milestone for a blog launch might be, “Blog post draft due on 5/30.” Tasks: There are specific things that need to be completed along the way of your project. In our blog post example, a task might be, “Edit blog post.” Dependencies: Tasks on your Gantt chart will be related to each other, for example, the editor won’t be able to complete her task of editing the blog post until the writer has met their milestone and submitted their draft on 5/30. These are dependencies and should be noted in your chart. https://blog.hubspot.com/marketing/gantt-chart-example ...read more

We have bee excited to have a HubSpot Sandbox to begin working on some complex workflows, but are frustrated with the roll out!  We have 97 Users, 22 Teams aand 28 Roles -- and only the Super Admins were auto-imported into the Sandbox -- and there is no way to export Roles and Teams and then import them into the Sandbox.   There are additional down-stream effects of this: attempts to import Contacts and Companies from our Prod environment into the Sandbox fail because the system cannot find the Contact Owner and Account Manager (users) during import.    Re-creating those roles in the sandbox is too time-intensive to justify. Looking forward to seeing this addressed. ...read more

Hello, I reached out to HubSpot support but it seems this feature isn't in the roadmap so I wanted to see if anyone else could use this.    As a franchisor, it would be great to have a 3rd layer of Teams in HubSpot, allowing us to set up a Grandparent-Parent-Child view of our Franchisees and their contacts. This is particularly useful for our coaching team, who work with sub-sets of franchisee users and would need to be able to see their contacts and activity. The Parent-Child view is limited for us since we're already using this for content partitioning and can't really do much more with it as it stands.   Thanks, Cecilia ...read more