クリエイティブな才能を開花させよう

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 ? ...その他を表示

Hey HubSpot,   We'd love to see something in the way of adding conditional logic as to WHEN somebody can edit a property rather than just WHO can edit/see etc   E.g When the Deal is Deal Stage "Pending Approval", properties such as "Conditions", "Amount", "Submission Date" cannot be updated.   This would allow for greater confidence and control around time crititcal processes and ensuring that information is not being incorrectly updated after a submission where details must remain the same for verification purposes etc   Ideally this would be similar to, but is not quite the same as User Permissions on Properties.   Thanks! ...その他を表示

Currently we are not able to select permissions around who can schedule or send a transactional email. With so many users in our account (large Marketing team), it would be ideal to have a permission like this to ensure a transactional email only goes out when necessary. Since there is minimal difference in setting up a marketing email vs. a transactional email, this could easily become an oversight. Making this change would allow for more control and security within our account. ...その他を表示

Love the new sales calling features for HubSpot.  It would be awesome to have the ability to create a shared line for HubSpot for inbound calling that routes to multiple users  (e.g. a company 1-800-support) line that any permissioned user can pick up through conversations and perhaps automatically opens a ticket... ...その他を表示

Extending limited access possibilities according to custom properties   I need to give access to externals, depending on the value of a custom property. The external will then have access to : - the contact - the company - the transaction ...その他を表示

Who: Deal owners and other employees associated with supporting a deal (inside sales, pre-sales, customer success, implementation, executives) Goal: Idenify all deals that a user is part of and their role with the deal. Also, specify if the user has read-only or edit access to the deal - currenly they get full access with Deal Collaborator functionality - which is a great first step.   A gold star would be to be able to specify if there is one or more than one of these associarted to deal - i.e. there should only be one Executive, but maybe 2 pre-sales users.   I also need to be able to report on these values, so would want to output a table with the following columns: Deal Name | Pipeline | Amount | Owner | Pre-Sales | Customer Sucess   Value: This will allow us to determin the roles of  users associated with an opportunity - i.e. if my inside sales team is part of the deal team, they are compensated at specific deal stages.   Examples: Salesforce has Opportunity Teams where this is implemented. This should be similar to the Deal Contacts with the Association Labels. ...その他を表示

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.   Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.   I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for. ...その他を表示

Hi!    I would love to be able to have more than one user have the same email alias.   We have distribution groups setup for our schools so we actually have two people who share this distribution group or email alias. We do this so that if someone responds to our distrbution group both people on our sales team receive the email.  ...その他を表示

Some integrations can process sensitive information. It would be nice for the Admins to be able to restrict access to certain integrations for a group of users for example or just one person. This could be through the "Permission sets" settings or the apps integrations settings or even the ability to remove the integration view for certain users from the right pane in contacts and deals. ...その他を表示