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Everybody in sales at our company has a slightly different approach or wording when it comes to how they communicate with clients.   Right now the Snippet shortcuts we use for a standard follow up sequence are #1, #2, #3, #4, #5, #6, etc...   Howeverm, one salesman may want a different '#1' than the next salesman. Currently, a shortcut key is not available to be used more than once.   REQUEST: Please allow Snippet shortcut keys to be used at least once for each individual User rather than once for the entire Hubspot system (all Users).   Probably the nicest way to make this happen would be to allow a User to see the list of all shortcuts made by them, their team , other teams, and globally. Then, give each user the ability to toggle on and off which Snippets they want to appear when they punch in the common Snippet shortcut key.     Example:   Snippet Created by: Me Shortcut: '#1' Visibility: 'ON'   Snippet Created by: Person 2 Shortcut: '#1' Visibility: 'OFF'   Snippet Created by: Person 3 Shortcut: '#1' Visibility: 'OFF'   Snippet Created by: Team Admin Shortcut: '#1' Visibility: 'ON'   In this example, there are four Snippets created by 4 different people. They all have the same short cut key and if all are toggled 'ON',  all of them will all appear in a drop down list to click on when the User types '#1'.   But if a User only wants to see their Snippet and the Team Admin Snippet, they could toggle the other two off, and then only those two would appear in a drop down list to click on when they type '#1'.   This would be an amazing flexibility feature, and I think it's also just a very practical functionality feature for a multi-User / multi-Team environment. ... Afficher plus

We are trying to allow one user to buy a license for up to 5 people to register/attend a training for our program. One person would be purchasing the licenses but we would need all the people's information to register them for the training they paid for. We aren't able to do this through the form we are using right now as only one contact can be made through form submission. For now we are contacting the purchaser manually and communicating to them that we need everyone to fill out an individual form and it makes the registrations quite laborious and hard to get consistently. We often have the problem of the day of training people are not registered and are frustrated having to register the day of the training and even end up being late to the training and miss crucial points.  If there are any plugins that can help us sign up multiple people for an event without having to manually interact with them we would be happy to use them, or if we could somehow accomplish this through the built in tools of hubspot that would be even better. Any Ideas? ... Afficher plus

I need to set up user permissions for my Heads so that they can do everything except check my personal activities as Super Admin. Unfortunately, there is no way in HubSpot to do it. All I can do is just make them see only their contacts or contacts of their teams (Sales, Marketing, etc.) I     ... Afficher plus

It would be nice to be able to add your position title as an employee of the company using Hubspot.  1- When you create a Team it would help people in this team know who is what. 2- When you send email from upspot it only say your name which in my eye make it less professional then your full information like phone number, title of your position in the company, etc. 3- It's the first time I see a CRM that dosent allow to add a position title for the employee.   I think it's a pretty easy one to add. What do you think ? ... Afficher plus

Hi,   it'd be in line with most other ticketing tools that the creator of a ticket also auto-follows it, ie. gets notificatons about updates made to said ticket - at least/especially when the creator is internal to the company using Hubspot (= not external customers).   A typical use-case would be when using Hubspot Service Hub tickets for customer support, and one of your sales people gets a question from their customer that the support team should solve.   The obvious solution is then for Sales to either forward a customer email thread to a Hubspot-connected support mailbox, which triggers automatic ticket creation, or manually create the ticket directly in Hubspot themselves.   A salesperson would normally like to stay apprised of ticket progress through email notifications. But Hubspot only delivers notifications to the ticket owner (assignee) by default.   Please add a simple option, preferably within the user preferences area: "Automatically follow tickets I create" - or something closely akin to that.   Alternately, make it possible to automate this process. Currently, there's not usable property within tickets to allow creation of a workflow that sets the "Follow" option for the creator of a ticket - preferably with the ability to base it on one or more user names and/or teams. ... Afficher plus

In this article, when a user is setting up 2FA it advises that back up codes are automatically generated.  HubSpot customers have different levels of security requirements.  It would be excellent if we could give HubSpot customers the ability to turn off the option to generate back up codes or not. ... Afficher plus

Allow settings of permissions for attachments. Currently, permissions for uploaded attachments can be controlled via notes. No permissions can be set at all for attachments that are received via e-mail. Since some contacts have to be visible to many employees, but certain sensitive attachments are not intended for everyone, this is very unsatisfactory.   Suggestion: Assign permissions separately to attachments, regardless of whether they are uploaded or received by e-mail. ... Afficher plus

Right now I can create permissions so that some team members can't see activity from certain contacts or companies based on owner. However, they can see a preview of conversations by looking at the activity report, making those no long completely private.  ... Afficher plus

Hi,   I have a suggestion about permission sets and teams. Typically when creating permission sets, I think of the roles and teams who need them.    Normally I create the permission sets and then the teams in the organization. This helps us to manage users at scale.    An important but missing feature is the ability to associate a permission set with a team. If we had this ability then we could manage and control permissions by groups of users or teams more effectively.    Currently, we have to scroll through users and manually add a permission set to each user. When you have a large number of users in HubSpot this can become unmanageable and a source of potential errors.    Hope this makes sense to the enterprise users out there.    - Dave ... Afficher plus