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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.  ... Exibir mais

It would be helpful to have an overview of all records and assets with the customer agent as an owner, like the table available for users.   Current system requires navigating to each record and tool and check ownership for each type individually. An overview would help with management and insights at-a-glance. ... Exibir mais

I was tasked with auditing the users and teams within HubSpot. This account currently has dozens to hundreds of users. Upon starting this process, I learned many users are no longer employed by our company and I have been deactivating them. My question is, could we sync Slack to HubSpot so that any net new user created in HubSpot automatically syncs to their Slack?  If this happens automatically, then if someone is deactivated on Slack, could this be used as some sort of internal HubSpot trigger to assign me the task of deactivating them within HubSpot? ... Exibir mais

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.  ... Exibir mais

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! ... Exibir mais

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. ... Exibir mais

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. ... Exibir mais

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.   ... Exibir mais

We wanted to grant viewing/editing access only to specific contacts (UK-based in this case) to a user, but the only thing available is either owning the contacts or being part of a team member who owns them.   It would be really helpful to be able to create a filtered active list and turn it into a condition for a user's permission. ... Exibir mais