Grandes mentes pensam igual

USE CASE:    We have a growing number of HubSpot users, each user belongs to a team, of which there are several different teams. Each team has a different setup to any other team within the company.   It's quite a common occurrence for me, as a SuperAdmin, to get a call asking about a particular property or something odd the user can or cannot see OR be needing to set up a user profile and want to check that the profile works for that person's needs OR be discussing with my management team any number of improvements we could put in action for the team OR be training a new team member and not be able to see what the user can see OR in a training session be sharing my screen and having the user be confused because they can't see what I'm seeing or see more on my screen than they can on their own etc etc etc ... There are a number of areas the below solution could be of use and help.   SOLUTION? As a SuperAdmin it would be great to be able to log in as/to another user from my account to see (and work on) what the user themselves can see on their screen, almost like a Teamviewer function where I (As a SuperAdmin) can essentially take control of another users screen (what they see on their screen) BUT still have SuperAdmin permissions to make fixes on the fly.       ... Exibir mais

I'd love to be able to manage all users from a central Super Admin portal.   - Setup email - Setup calendar - Setup meeting links - Setup Zoom accounts   It's annoying have to ask users for passwords to HubSpot. Be lovely to have a central portal to manage users ... Exibir mais

Managing a large team of HubSpot users + employees, it'd be great to see what past roles / accessibilities have been, when they were changed or updated, and which Admin made the changes.   ... Exibir mais

Think of Google Sheets for a moment.    When you are in a sheet you can see when other team members just in and what cell they are in at any moment. You can see them move through a sheet.   Now imagine that inside Hubspot.   It would be incredibly helpful for teams to see what other sales people are looking at the same live chat, or contact, or unassigned deal.   It eliminates overlap and two sales people messaging a live chat back at the same time. It will also improve the experience for the customer as there won't be those awkward conversations where they have to explain they just got an email or call etc. ... Exibir mais

An internal messenger feature, so people connected to the same account can communicate internally within the HubSpot environment. That would make remote work much easier.   Yes, we have MS Teams etc., but if you could stay within HS while working on something and talking to a colleague about it, that would be preferable in stead of switching from HS to Teams.   It should diffenately include approval processes. ... Exibir mais

I manage few companies and I do not want to always have to logout/login to another account. I have a specific email address account for each companies, therefore the current possibility to link two accounts for one email address is not the best for me as I need to have the possibility to track emails and to manage both accounts separately. Therefore, it would be great if Hubspot get the option to switch to two accounts that we have logged in with two different email address ... Exibir mais

To ensure that our portals follow data protection best practices, we would like to be able to make a user inactive and essentially revoke access after x number of days. So if a user hasn't logged in for 90 days then their access should become inactive and require an admin reset. This would assist us in managing user access and protect our data. This allows team members who shifted role or left the business to have their access expire in case they were not removed and seems to be good practice on secure platforms. ... Exibir mais

I would suggest that the pixels somehow be linked to the original email address(s) they where sent to and need to be filtered hubspot server and our preference settings as to what gets pushed out to our phones or PC apps and if its a bot doing a virus scan opening or just someone that has left my mail at the top of their inbox and it get opened each time they look at email I only want to see 1 notification every hour ... Exibir mais

Hello   Currently snippets are visible to everyone who accesses HubSpot.  We need an ability to mark them private or only share with the team.    Thanks Arun Iyer ... Exibir mais