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It would be really helpful to restrict access to subscribe, resubscribe and unsubscribe contact records in the communication subscription section. We need our sales team to be able to see the information on a record but as they don't fully understand the legal information I'd like to limit their ability to change these settings for a record. ... Afficher plus

Custom Owner Propierties work well for Users and Permissions; when assigning the following permissions to a user [See Contacts > Team only], HubSpot takes into account users from HubSpot User Property + User Custom Properties.    However, it doesn't work well when trying to filter a list or a report by Owner or Team properties; some examples:    1. When trying to filter contacts by Owner, it's only taking into account official HubSpot owners and no owners from custom owner properties.  2. When trying to filter contacts by Team, it's only taking into account official HubSpot owners and no owners from custom owner properties.  3. When trying to filter dashboards or reports by Team, it's only taking into account official HubSpot owners and no owners from custom owner properties.    I th would be great if Team/Owner filters take into account users from custom properties. Custom user properties are essential for big companies that share customers between Business Units (same Contact/Company, different owners).   ... Afficher plus

I want to suggust to the HS product team that you address some of the limitations to Team membership.    I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they cannot be included in round robins.    I was excited by the potential for adding nested teams/subteams to larger teams, and adding users as 'extra' team members, as I felt this would provide several benefits.    Example A: Regional sales team round robins.    We have a team for our Enterprise Sales Department called "Enteprise Sales" the team includes any and all enterprise sales staff.    I went and created 2 subteams: Enterprise East, and Enterprise West, since certain staff are assigned to west coast leads, and some are assigned to east coast leads. However, the sales reps had the East/West teams as their 'extra' team membership, and so when I went to add those nested teams to the round robin I discovered I wasn't allowed to because 'extra' team members do not show up in round robins, and the east/west teams consisted entirely of 'extra' team members.   At first I thought this was a simple fix and I could just make the 'parent' departmental enterprise sales team to their 'extra' team membership (since it isn't as important from workflows.)    However, that ultimately did not appear to be an option, since 'extra' team members are not included on reports that are filtered by teams, and we have many dashboards/reports that are filtered on the primary, departmental, 'enterprise sales' team.    2.) Workflow maintenance   Another reason I was excited for subteams and 'extra team' memberships was because I thought it would make workflows much easier to manage moving forward, especially as our company continues to grow and expand.    For example: the average sales rep with a HS user account is incorporated into dozens of workflows. In the event that a sales rep leaves the company, or changes positions, we have to remember the 12+ workflows that need their steps and branches to be edited and updated whenever a staff person needs to be added or replaced.    A HUGE improvement would be to create subteams that only include 1 single user (for example: creat a Subteam called "Regional Sales Manager: Florida" and then assign the Florida regional sales manager as the one and only team member.)  Then our plan was to edit all of our workflows so that no branch is ever based around a specific user account, but rather steps and branches are based around that user's unique subteam. That way, if our Florida Regional Sales Manager leaves the company or changes roles, and somebody new is placed in that position, the only thing I need to edit is that new user's HubSpot Subteam, as opposed to spending tons of time editing dozens of workflows, and risking forgetting or neglecting to update one or two.  I'm honestly not certain what the function or utility is to subteams and 'extra VS main' team membership if users are limited to 1 main team and 'extra team' membership limits reporting, round robins, routing and notifications. Freeing it up so that people can be on multiple teams and still have all of the available features of a 'main team member' seems like it would 10x the value of having users on multiple teams.    I hope this feedback is helpful.  ... Afficher plus

There has been a number of updates to help Hubspot users know when calendars or email inboxes have been disconnected. All are helpful improvements yet one critical piece seems to be missing. Request that would help solve the problem. Notify the Super Admins on an account when any user's calendar OR email is disconnected.   There are other Super Admin notifications (like when social accounts are disconnected). The user is notified when their email is disconnected (though if they miss that notice, it could be a while before anyone notices) AND there is no mention of the calendar on this notification making that 2nd action easy to overlook by a user.  Other recent tickets around this work This one is about a sales rep being notified, that is all fine and should happen BUT Super Admins should also be looped in to ensure the action is handled in a timely manner - it's a backup for support. This 'Delivered' idea has a number of improvements that are helpful but still fall short of being manageable in day-to-day. For an Admin to have to refer back to these daily to ensure all is operational is silly. Helpful to have the ability to see, but without a notification doesn't feel feasible to manage. ... Afficher plus

I know that we have the ability to see a rough "Last active" value in the users and teams page per user, and we also have the ability to export login logs for all users as well as security and content activity history: https://knowledge.hubspot.com/account/export-account-activity-history?_ga=2.76327253.1702593517.1597070381-2072000083.1596752279 This is marked as resolved in this other idea: https://community.hubspot.com/t5/HubSpot-Ideas/Track-Account-User-Activity-Tracking/idi-p/2378 However, we still do not have the ability to report on the amount of time that each user spends logged into their HubSpot account per an indicated time period, such as per month. This would be extremely helpful to be able to report on amoun of time that employees spend logged into HubSpot for accountability purposes. Thanks! ... Afficher plus

Hi,   Our marketing permission set use to allow our marketing team to create their own simple workflows / automations as a follow-up for emails or form submissions.   Now, simple workflows and complex workflow access seem to be merged. This means our marketing team either: Contact admin to set up simple workflows per email/form Receive access to all workflow capabilities However, we want to minimise the access for the latter to admins only.   Can we separate permissions for simple workflows away from workflows in general?   Kind regards,   Jason ... Afficher plus

We currently don't have a company set email signature. I want to set that up and I designed what I want it to look like with the HubSpot tool. However, there is no way for me to make a template for my team to fill in their information but not touch the colors and I can't trust them to change everything correctly. I was then going to make everyone's for them but I can't just copy and paste it do a google doc because everything gets messed up. I would love to be able to make a template for that. We use Gmail so I can't just send them the code either. ... Afficher plus

One of the big reasons for Roles in Hubspot is to save time! With that said, many times, roles are very close to each other in the permissions you set but, only need a few tweaks here and there. It would be nice to set a base Role, clone it, and then tweak it to your heart's content! Agree? VOTE IT UP. ... Afficher plus

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 ... Afficher plus