Gute Ideen sollten geteilt werden

Currently, anyone with assigned sales or service seats (and their teams) will appear in the forecast tool. I would love a way to exclude users/teams who do not need to be reported on in the tool, as not all of our paid users have a quota. It would be a bit easier for our senior leadership team to digest the information that includes the teams that actually matter to our revenue goals.   Thank you! ... Mehr anzeigen

We should be able to customize our Navigation Bar items to get to what you want easier. Personally, for example, I often need Lists, Marketing Emails, Contact View, etc. It's annoying to pick from the dropdown all the time for the items that I use daily.  Other softwates have - I think shoud be standard. ... Mehr anzeigen

Currently, only Super Admins can modify data in the Leads Summary view in HubSpot. I’d like this permission to be granted at the individual user level, so roles like Sales Managers can manage all leads without requiring full Super Admin access. ... Mehr anzeigen

Currently, lead objects are only visible to users with a paid sales seat. Other departments would benefit from seeing the lead objects and their current stage on contact/company views.   This would improve the general overview for: Marketing: Automated hand-overs from sales to marketing based on lead properties (e.g. disqualified reason) [currently lacking visibility/understanding] Marketing: Evaluating generated leads is hard if you cannot see the object CRM Data Management team: It is hard to build automations around lead objects if you cannot see them. Customer Success team: Interesting to see where a newly acquired customer comes from/if a lead is still open if they e.g. convert via the website touchless  Business Development Team: Hard to create leads if you cannot see if there are any currently associated to the company   Understandable, that working with lead objects is restricted to seats, but read without write permission would be crucial. ... Mehr anzeigen

User permissions and pipelines access currently act as two seperate layers. A user's deal/ticket permissions will apply to all sales/service pipelines they have access to. It would be great to have a little more flexibility and be able to upgrade/downgrade a users permissions based specific pipelines.   Currently, a user whose deal viewing permissions are set to 'Deals their team owns' will be able to see all their teams' deals in any pipeline they have access to. I'd like to be able to give a user 'Everything' view access to one pipeline while giving them 'Deals their team owns' view access to another. ... Mehr anzeigen

From this post, I confirmed that the only way for a rep to be able to delete a single lead they created is to give them Bulk Delete or Super Admin permissions. That seems like an excessive amount of additional privileges just to be able to give reps permission to manage their own leads.    Is there a roadmap to create a separate section of permissions per leads, or at least give the creator of the lead(s) permission by default to delete their own lead(s)? https://community.hubspot.com/t5/CRM/Where-is-the-permission-that-will-enable-users-to-delete-lead/m-p/915955   Thanks Evan ... Mehr anzeigen

Would be nice for Super Admins to be able to edit and save any existing view, regardless of the owner/creator.  You can only edit the views that are "Created by me".   For example if one Super Admin creates a "default" view for users, and it needs to be modified/updated, no other Super Admin can edit that View.  They have to do a clone and save it as a new View.    Yes, you can clone the original which preserves the sharing, but if that View was bookmarked by any users, that bookmark is now broken.  Same if the URL to the View was provided via email.   The ability to also change the "Manage Sharing" on existing views would be helpful also.   Additionally, the "Created by others" list doesn't show who created the View, so no way to contact the owner to ask them to make a change.   *Also, there is no good corresponding "Label" for the idea category for Views. ... Mehr anzeigen

We would like to add a feature that prevents that emails can be send out to recipients that are outside the responsible area of a user or team that sends out the email. For example, we want to ensure that an email originating from Spain cannot be sent out by mistake to another country like the Netherlands without proper permission. Background of the idea Currently, there is a possibility of sending out such emails by mistake, leading to people receiving unwanted emails. We know these mistakes can be prevented manually, but relying solely on manual actions to prevent this, is prone to human errors. Therefore, we propose to prevent this within HubSpot's basic configuration too. Moreover, in many countries, legal requirements such as GDPR emphasize the importance of taking all necessary measures to prevent the send out of unwanted emails. Our specific request to HubSpot is to add a checkbox in the settings that restricts email send-outs to the user's responsible area. In cases where someone needs to send emails to multiple areas for which they have no permissions, they can be designated as super admins. However, a warning message should be displayed to indicate the associated risks. Let's help eachother to prevent these mistakes by all means possible. ... Mehr anzeigen

At the moment the access controls are quite limited, and entirely on the user side, rather than the content side. The only controls are whether a user can see their contacts, their team's contacts, or all contacts.   Sometimes you want a contact/company/deal to only be visible to certain people (e.g. their owner), and currently there is no way of doing that. You can utilise teams to make it so that all contacts assigned to a person or team are only visible to that person or team, but there is no way for this to be set on a per contact basis.   This feature would make it much easier to control access and improve security and compliance. When combined with email logging, it will also help avoid people seeing emails that they shouldn't. ... Mehr anzeigen