Las grandes mentes piensan igual

It would be super helpful to have a team workspace option where teams you've created in husbpot can colloborate by:   1) Creating single or recurring team meetings 2) Setting team meeting agendas 3) Set team tasks that are related to the company (ex. submit invoices to accounting)   It would be even better if there was a team chat feature on the right hand bar that was recorded in the workspace as well & had the ability to do the same functions.    For example: Salesperson tags their manager in the chat and asks a question, the manager responds with some feedback & sets up a one-on-one meeting to discuss it further. The entire record is saved to the business workspace.   Another example: The entire team meets once a month to discuss reports. The agenda & call are all recorded in zoom & the meeting notes are saved to the business workspace.  ... Mostrar más

Hi, Today a person is in 1 main team and then additional teams. What about professional teams such as Marketing/sales/cross org with other topics set in advance by you.    And then you will be able to send those people more and more relevant content and teach them better use of the platform and general learnings that could help them do their job better.   Dan ... Mostrar más

I receive an Excel file from SharePoint every month containing a list of company personnel.  Is there a way to automate or import this list, add to HubSpot any new employees that are in the list but not in HubSpot, and remove anyone as a HubSpot user that is not on the list.     Also in the settings page, is there a way to sort the list of users by last name?  For example, it would be nice like in Contacts>Contacts to add a column such as last name in order to sort the users. I have to always adjust my file to sort by first name.   ... Mostrar más

Would like tha ability to add a phone number for users so that on auto emails and texts it could include the contact owners personal number instead of generic company number.  ... Mostrar más

Need the ability to create custom properties for my Hubspot Users (in some ways - treat them like a Contact).   It would be nice to store birthdays, anniversaries and items like that for personal information.   I also need to track - # of Deals closed last year, Volume of Deals Closed last year and other items like that.  I know I can create reports for items like this - but I cannot capture this information and use it in workflows.   Some ideas of what I could do with this: 1) Send out a congratulations email after 5 Closings, 20 Closings, etc 2) Calculate % improvement by User from 2020 to 2021   I have a work around in place - but it requires too much manual intervention. ... Mostrar más

Since our company has a habit of keeping all employees' browsers, cookies, and caches clean, they get cleared almost daily. This means when our HubSpot users come to log in, it doesn't recognize their login attempt and is required to send them a login code. It would be awesome if we could specify either specific users or IP addresses where we would be exempt from needing a login code.   It takes a bit of extra time when logging in first thing, so would be very useful. Not sure if anyone else has this experience. Upvote if it would be a timesaver for you! ... Mostrar más

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting. It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).   Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?   They would like to restrict the contact information of each other in the portal.   This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).   I think some CRM possess this kind of feature. ... Mostrar más

https://knowledge.hubspot.com/jp/account/restrict-edit-access-for-properties エンタープライズ版では、プロパティ単位で編集権限のON/OFF設定ができますが、こちらを編集だけではなく閲覧も設定できるようにしてほしい。   背景としては、 HubSpotのコンタクト情報を自社だけでなく、代理店やパートナーとも共有したい熱い要望を大手企業様からいただきました。 コンタクトのプロパティには代理店には共有できない機密情報が含まれているため、それらを閲覧できないようにできないかという要望です。   コンタクトの抜粋情報をメール化して代理店に送信するやり方もありますが、HubSpotにログインさせ、アクティビティーログなど生の情報を見ていただくことで、より代理店連携しやすい環境を作りたいという意図があります。   HubSpotがエンタープライズ向けにパワーアップしていく上で必要な機能だと思いますので、どうか対応の方お願いいたします。 ... Mostrar más

It would be nice to be able to enforce standard views in tickets rather than just sharing a view. We want our support teams looking at a specific set of standard views. We don't want them to have the option to use a shared view or not. We are good if they want to add additional views but teams should have standardized views.  ... Mostrar más