クリエイティブな才能を開花させよう

I have been working as a contractor, specifically in HubSpot, for about 10 years. I'm in a ton of portals. when I log in I'm always taken to a random portal that I'm not currently working in, or that is a test portal owned by a client from months or years a go. it's almost never a portal that I'm working in. sometimes it takes me to the portal list and I have to scroll through tons of portals to find the right one. I've sent emails to all of my past clients who's portals I'm in. Only a few removed me. I can't remove myself because I have to deactivate myself then I lose my permissions. So I'm forever stuck with this long list of portals. I have admin access on a lot of them. I'd like to be able to remove myself from any portal. It seems wierd that I'm at the mercy of the client to remember and understand how to remove me. And if they never get around to it I'm just stuck with their portal. With as many portals as I am in, I've only accidentally confused portals once. But I don't want or need admin access to portals that I haven't contracted with in 3+ months, I'm probably taking up seats, and I don't think a lot of my clients understand. If it were possible to remove myself I'd only have about 10 portals on my list, for current clients.  ...その他を表示

I would like to create a list of HubSpot Users.    Use case : Send Admin Emails to users for maintanence purposes ...その他を表示

Hello! We have clients that really need the ability for more enhanced Permissions on the Call object.    For instance, we keep running into Clients requesting that their teams can view that a call occured on a contact record, but not give the ability for certain teams to go back and listen to the calls. Not all teams should be able to listen to other teams calls, but everyone needs to see that there was a call that occured on that contact. ...その他を表示

Currently, HubSpot allows users to assign any owner from the list of all users to properties that are marked as "Hubspot User" type.   While this is useful in some cases, there are scenarios where we don’t need to display all available owners.   For example, in specific teams or departments, we only want to show a certain list of users rather than everyone in the account. Proposed Solution:   I would like to request a feature that would allow HubSpot admins to configure a restricted list of users for "Hubspot User" type properties.   This would streamline the process of assigning owners, reduce confusion, and make the experience more relevant for different teams within the organization.   This feature would allow us to:   Customize the list of users available in the "Owner" dropdown for specific properties. Limit visibility of owners based on specific teams, roles, or permissions. It would be great if you could!! Improve usability by ensuring only the most relevant owners are visible. ...その他を表示

When we let go sales reps or have turnover, it sure would be nice for the offboarding tasks of reassigning their leads/deals was automatic.    Meaning:    1. User is deactivated team = AE  - Enroll in deal workflow if deal owner is them that reassigns their OPEN deals  - Enroll in leads/contact workflow that reassigns  OPEN leads.    This would save a ton of time and allow for a more formal offboarding process in hubspot ...その他を表示

Simply I want to Simply I want to remove the upgrade options when I am viewing my features. when I am viewing my features. Its confusing and raises unnecessary questions waisting time. ...その他を表示

To start, I find it unlikely that no one else has ever posted this idea, but I was unable to find related posts. I am happy to update my post and add links to them as I find them.    I am the admin of my account and have set up custom "view tabs" for my users and teams. I now need to assign these views to the correct people, but am limited to the options of "Everyone" or "Private." There is no option to assign a view to a team, except my own, which is not something I am interested in doing.  Because of this, everyone in my account has access to every view that has been created and shared, and it regularly causes frustration and confusion when my team has a difficult time sifting through all of the available views to find the one they need.   Having the ability to assign views to teams would eliminate this frustration that my users are experiencing.  ...その他を表示

If an employee leaves the company, it is not possible to delete the standard meeting link, only the other links can be deleted. As a result, customers can continue to book in there without anyone knowing about it. ...その他を表示

Hi everyone, Currently, HubSpot only allows assigning one primary team to a user, and secondary teams don’t provide the expected flexibility. This creates issues for employees working across multiple teams, as they don’t always get the right access and views. It would be great to: Allow users to have multiple primary teams, ensuring they have the same rights and access in each. Customize the scope of secondary teams, to better manage their permissions and available views. This improvement would make team management much smoother without requiring complex workarounds. ...その他を表示