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Hi HubSpot Community, We’re currently assigning each lead to three product managers for products X, Y, and Z. We’d like to restrict visibility so that only these assigned managers can view the lead, preventing others within the same product line from accessing it. Does HubSpot offer options to limit access or adjust visibility settings for specific users assigned to each lead? Thanks in advance for any guidance! ... Mostrar más

We often need to treat a team manager differently from other team members. For instance, we might want to automatically assign leads to the sales team but exclude the manager from receiving them.   Now that the user settings include 'management hierarchy' information, it would be extremely useful to leverage this in the workflow's object assignment function. This would allow us to assign tasks to team members while automatically excluding the manager based on their position in the hierarchy.   Without the ability to use this hierarchy information, we face two challenges:   1. Selecting Individual Users for Rotation: We have to manually choose specific users to rotate assignments among. This approach becomes inefficient whenever there's a change in team personnel, as the workflow needs to be updated each time. 2. Assigning the Manager to a Different Team: Alternatively, we might assign the manager to a separate team to exclude them from certain assignments. However, this doesn't accurately reflect the true team structure and can lead to confusion. By integrating the 'management hierarchy' into the workflow assignments, we can maintain an accurate team structure and ensure the workflow remains efficient even as team members change.   ... Mostrar más

At the moment the audit log allows us to see which user created or updated a record but we can't see a log of who viewed which record.   This would be required for data security and privacy audit. ... Mostrar más

I want to enable bulk delete (specifically index view, allow users to select multiple records and delete), but I want to enable it by user/permission set and by object.    Where we currently see, as admins, the ability to choose View, Edit, Delete, it would be awesome if Bulk Delete was the max permission for the object.   ... Mostrar más

Currently, either providing full access of a contact to a certain user/team or not giving access at all is what's possible. The proposal here is to find a balance where a User/Team that perhaps is not owner of the contact, should be able to at least see the name and be able to associate to other Objects but without seeing the whole details of the contact. This brings privacy on one hand, scalability on the other hand because you can still maximize one of the main uses of HS which is the association between objects without having to open the whole cards and perhaps share sensistive data to other team members that don't need to see certain information. ... Mostrar más

Our team heavily relies on custom views in deals to see relevant properties, but only the owner is able to make updates to these views. I'd love to be able to have my team make edits to the views and apply it so the rest of the team can see these updates.  ... Mostrar más

Yes, I am aware that in a subscription based model certain features are gonna be locked away behind higher pricing tiers ...   However, I think that this feature is too elemental for admins of even small team sizes to be accessible only via an Enterprise subscription.   I'd love to see Hubspot make the lifes of probably tens of thousands of admins just a little bit easier by downgrading the subscription level requirements of this specific function. ... Mostrar más

Hi,  as a super admin I want to allow my users to see and use in Landing pages a bunch of forms that i created for them, but i dont want them to be able to create new forms. the reason is that our scoring is using the specific forms that i have created, and i dont want users to create other forms that are used for the same purpose but then will not be scored.  the way the permissions are set right now i can not do that. it would be great if that possibility will be available.  thanks ... Mostrar más

We have so many issues caused by having to manage queues in 10+ different places.    When reps go on PTO we have too many places we have to manage that. We desparately need a way to mark the user OOO and have them excluded from all meeting rotation and workflow owner rotation actions.    Thanks.    This is a very big deal and something I could see us switching over.  ... Mostrar más