Grandes mentes pensam igual

Currently HubSpot limits user session timeout length to a max of 1 day.   As a user: I may take a single day off or find myself not utilizing the HubSpot interface for a day, resulting in the requirement to login again. As an admin: I am not in HubSpot every day, but I might be in it 2-3 times a week, each of them requiring me to log in again. As an SSO/SCIM admin: I am annoyed that HubSpot's limited options block me from properly managing security in a way that best suits my organization. Earlier this year HubSpot did not provide control over this and sessions were indefinite. Now it seems the pendulum has swung to anothe extreme. (e.g. it is difficult to imagine anyone wanting 15 minute session inactivity timeouts)   Please give admins the ability to set a more reasonable session timeout length! ... Exibir mais

Now that we have the ability to create App Card UI Extensions combined with the ability to create multiple team views and add those cards to specific team views, I believe it's time to ask for some user permission changes.  Specifically, we want users who wear multiple "hats" in our organization to be able to change their main team they want to work with whenever they want.  This is necessary because only main team members can see a team view where we add App Cards to help them do their job easier.  This is the power of App Cards in my view but this is currently limited because you can only see your main team view where the cards are located.  And since many or our users are on multiple teams that need to view the team view and access these cards, they need the ability to switch their main team anytime they want without asking an admin to do that for them.  Currently this is only possible for either a Super Admin or someone that has that specific user permission.  This makes sense for wanting only management to control teams and members.  I only want a user to be able to change "their own main team" and only to teams they are already a member of - then leave the rest of the general team management to the Super Admin.  This way those people can work this morning as one role and this afternoon as another more efficiently.  Who else thinks this is a good idea? ... Exibir mais

I want to suggust to the HS product team that you address some of the limitations to Team membership.    I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they cannot be included in round robins.    I was excited by the potential for adding nested teams/subteams to larger teams, and adding users as 'extra' team members, as I felt this would provide several benefits.    Example A: Regional sales team round robins.    We have a team for our Enterprise Sales Department called "Enteprise Sales" the team includes any and all enterprise sales staff.    I went and created 2 subteams: Enterprise East, and Enterprise West, since certain staff are assigned to west coast leads, and some are assigned to east coast leads. However, the sales reps had the East/West teams as their 'extra' team membership, and so when I went to add those nested teams to the round robin I discovered I wasn't allowed to because 'extra' team members do not show up in round robins, and the east/west teams consisted entirely of 'extra' team members.   At first I thought this was a simple fix and I could just make the 'parent' departmental enterprise sales team to their 'extra' team membership (since it isn't as important from workflows.)    However, that ultimately did not appear to be an option, since 'extra' team members are not included on reports that are filtered by teams, and we have many dashboards/reports that are filtered on the primary, departmental, 'enterprise sales' team.    2.) Workflow maintenance   Another reason I was excited for subteams and 'extra team' memberships was because I thought it would make workflows much easier to manage moving forward, especially as our company continues to grow and expand.    For example: the average sales rep with a HS user account is incorporated into dozens of workflows. In the event that a sales rep leaves the company, or changes positions, we have to remember the 12+ workflows that need their steps and branches to be edited and updated whenever a staff person needs to be added or replaced.    A HUGE improvement would be to create subteams that only include 1 single user (for example: creat a Subteam called "Regional Sales Manager: Florida" and then assign the Florida regional sales manager as the one and only team member.)  Then our plan was to edit all of our workflows so that no branch is ever based around a specific user account, but rather steps and branches are based around that user's unique subteam. That way, if our Florida Regional Sales Manager leaves the company or changes roles, and somebody new is placed in that position, the only thing I need to edit is that new user's HubSpot Subteam, as opposed to spending tons of time editing dozens of workflows, and risking forgetting or neglecting to update one or two.  I'm honestly not certain what the function or utility is to subteams and 'extra VS main' team membership if users are limited to 1 main team and 'extra team' membership limits reporting, round robins, routing and notifications. Freeing it up so that people can be on multiple teams and still have all of the available features of a 'main team member' seems like it would 10x the value of having users on multiple teams.    I hope this feedback is helpful.  ... Exibir mais

The new beta update for Business Units is great, because you can now select from Navigation which Business Unit you are working on when in your portal. However, it gives access to all users.   There should be a way to filter or manage who can see the Business Units depending on the team or unit they actually work on: ... Exibir mais

Service Hub is lacking visibility on agents available/offline status (reporting, notifications).  Would be very interesting to add Availability Status to user based properties in HubSpot.    This would open some possibilities for team activity reporting. ... Exibir mais

Currently, when changes are made to meeting links or user permissions (e.g., sales seat adjustments) in HubSpot, these updates can inadvertently alter meeting settings, such as the associated meeting link, without alerting administrators. This creates the potential for miscommunication or unintentional disruptions in the internal workflows within HS. To improve transparency and security, I would like to propose a feature that either prevents the alteration of meeting links without explicit approval or sends a warning/notification to HubSpot administrators when such changes occur. This would include: Notification alerts when any user updates or alters a meeting link. Warnings before meeting link modifications take effect, highlighting the potential impact. Adding this change to the audit log for easier tracking, including the responsible user's details. User Story As a HubSpot administrator, I want to receive notifications when meeting links are modified and have a clear log of who made the change, so I can ensure that all changes are intentional and can be properly tracked to avoid disruptions in communication and scheduling. Potential Benefits Improved security and transparency in meeting scheduling. Better oversight of changes to key account settings. Enhanced control for administrators to prevent unintended workflow disruptions. This feature would ensure that administrators are always aware of changes affecting key account settings and can respond promptly if any unintended updates occur. Thank you for considering this request! ... Exibir mais

Currently, only super admins can change a closed Lead Status from Qualified or Disqualified. Given our operational needs, we would like to extend this capability to lower positions, such as sales reps. Please add this request to the roadmap. ... Exibir mais

HubSpot admins need to be able to prevent users from accessing the "edit columns" (see below) button while working in the Line Items editor / in the Quote tool.   Currently, users see the button "edit columns" and they are free to take advantage of making the tool suitable for their personal needs. This, in turn, complicates the lives of their colleagues and HubSpot admins.  As a CRM aimed at scaling businesses & enterprise customers, HubSpot should prioritize such an update with high priority.     ... Exibir mais

There has been a number of updates to help Hubspot users know when calendars or email inboxes have been disconnected. All are helpful improvements yet one critical piece seems to be missing. Request that would help solve the problem. Notify the Super Admins on an account when any user's calendar OR email is disconnected.   There are other Super Admin notifications (like when social accounts are disconnected). The user is notified when their email is disconnected (though if they miss that notice, it could be a while before anyone notices) AND there is no mention of the calendar on this notification making that 2nd action easy to overlook by a user.  Other recent tickets around this work This one is about a sales rep being notified, that is all fine and should happen BUT Super Admins should also be looped in to ensure the action is handled in a timely manner - it's a backup for support. This 'Delivered' idea has a number of improvements that are helpful but still fall short of being manageable in day-to-day. For an Admin to have to refer back to these daily to ensure all is operational is silly. Helpful to have the ability to see, but without a notification doesn't feel feasible to manage. ... Exibir mais