Gute Ideen sollten geteilt werden

Our sales team create quotes with payments and can see payments as part of their license (sales pro).   Our accounts team who don't use HubSpot need to reconcile payments. They have FOC seats becuase they don't use HubSpot. Under the new seats/payment model, we would need to make our accounts team sales pro users to just see payments in the system for reconciliation purposes.    FOC/view only seats need to be able to see payments.  ... Mehr anzeigen

When deactivating users who own records (Contacts, Deals, Companies) in the system, you are given a summary of those records and options to reassign them.   It would be extremely useful if other components of Hubspot were included on this list, such as Workflow actions, Forms, and Automated Emails.   A real world usage case would be a manager who has automated Marketing Emails sent from his account, who also receives web form notifications as well as who has deal records and referrals from other business units assigned to him via workflow for reassignment to his team.   If that manager is deactivated, there is no way of knowing where that account exists in the system. All of the forms, emails, and workflows have to be individually opened, and their settings or workflow steps reviewed piece by piece, making it extremely easy to miss.   Having a summary for users like the "Used In" screen for properties would be a tremendous help in keeping the system up to date when resources change, for example, replacing "Additional Comments" with "User John Smith" below.         ... Mehr anzeigen

That would be nice to see dependencies for HubSpot teams. Similar to property dependencies that shows us lists, workflows, view, reports, etc. where the property is used. Seeing those dependencies would help a ton when we change the structure of teams so we can change the filters in all the assets using edited teams. ... Mehr anzeigen

Hi HS Team!   I am working to learn about how our team is adopting HubSpot as a CRM and daily tool. A part of this idea is building out a 'lead score' specifically to our internal users. This could report on things like: Last Activity Date Email/calendar/phone connection status Daily activities logged tally (meetings, calls, notes, etc) We would then use this score to identify how well the team is adapting to the new CRM, and shore up areas that need additional resources/training/support.   This score could then be reported on in the custom report builder to give me a 'grade' for each team member in HubSpot as well! ... Mehr anzeigen

This would be useful in several use cases. If there was a notes feature in the user controls so that it could be notated why, for example a user may not log into HubSpot, but should still have access, such as for report distribution and other functionality that doesn't require HubSpot login. In the event of turnover of a Super Admin who handles governance, this would centralize such 'notes' which currently requires use of a spreadsheet or something. ... Mehr anzeigen

We have a large number of active users in sales, many of whom create several views and provide them with personal filters and displayed columns. Unfortunately, almost all of them forget to mark these views only for themselves personally or to restrict them to their team. This makes the overview of views very confusing for all other users. It would be helpful to be able to restrict the creation of views for “everyone” to administrators. ... Mehr anzeigen

How to prevent a hubspot user from seeing custom events? Unfortunately there is no such option, although it would be important for security reasons. We would like to create restricted access for an external marketing expert, but we cannot control whether he can view or modify custom events. This is a security issue that we have no control over! ... Mehr anzeigen

Partitioning for Lists, Dashboards, Reports, Email, Forms, Workflows etc is only availble to Enterprise.  Limit access to your HubSpot assets Inability to partition dashboards unless you've got an Enterprise plan severly limits our ability to colllaborate with our wider organisation by using HubSpot and restricts our ability to share the value of HubSpot to stakeholders.    Marketing Hub Professional gets Deal and ticket pipelines, Social accounts and Files only.   I find myself creating workarounds (thus moving outside of HubSpot) to provide the access requires so that an individual team or user can view contacts in a particular list, but not other lists, and similarly for dashboards in particular.    Access to user/teams partitioning for Dashboards, Reports and Lists should be a minimum for a Marketing Hub Professional Level.   ... Mehr anzeigen

Currently, report access can only be managed once the report is saved to the report library. HubSpot's pre-made report templates cannot be managed on an individual user/team level. It would be great if we had the ability to manage access for report templates just like we can for saved reports.  ... Mehr anzeigen