Las grandes mentes piensan igual

It would be REALLY great to be able to Restrict View Access from certain Contact properties based on a 'Team Only' parameter.   Right now, you can Restrict View Access to a Property based on a specified Team, however my business is not structured in a way that can use this effectively for what we need.   We have a layered business where sales persons are encouraged to train up other sales persons within the company. They do so in a hierarchical manner. Sales people are only responsible for the sales people under them directly, not those under another person.    We use Hierarchical Teams to organize this. Every Sales person has their own team, and a new sales person will be nested within another Team, so on and so forth.   I love the ability to restrict access to Objects based on 'Team Only'. It means our sales people will only see the Contacts that are relevant to them personally or within their nested Team's.     This is what I'm strugglin with. I actually need everybody to be able see all the existing Contacts, even if they are owned by people outside of their Team's Hierarchy, BUT... I only want them to see who owns the Contact. I don't want them to be able to access any info in the Contact record itself unless the Contact is owned by them (their own Team) or a Team nested under them specifically.     Can Hubspot extend this 'Restricted View' functionality to Properties in general, much like it exists for Objects in general?   PLEASE & THANK YOU 😊   ... Mostrar más

Would like a way to make someone the main team member of multiple teams.    For e.g i would like someone that is in two different teams to be able to get internal email notifications  ... Mostrar más

If a contact owner for a contact is currently on annual leave but has a contact assigned to them, this contact would then be left unanswered and potentially lose a sale.    We need a way of notifying you when you assign a contact if they are on annual leave or not. It could be something as simple as a status next to their name in the drop down, or a pop up to notify us so we can reassign it to the person who is dealing with their customers while they are off.   Contact Settings (hubspot.com)   ... Mostrar más

I feel it´s important to have the possibility to control access to pages in different languages. When you create a new multi language variation page it should be possible to assign team or users to each individual page. Or to ALL pages created in a specific language.   For example: Start page - Global (Only Global editors have access) -- Start page English (Only a specific England team or user should have access) -- Start page German (Only a specific German team or user should have access) -- Start page Spanish (Only a specific Spanish team or user should have access)   Or if set globaly, so the spanish Team should always but only have access to all language pages created in spanish. ... Mostrar más

I am trying to give access to a team to view live chats that come through our "reservations" inbox but I don't want them to be able to reply or be "active" in these chats. There is currently no option for a normal user to have access to what has happened in this inbox but not be able to reply to it. We do still need this person to be able to reply in other inboxes. ... Mostrar más

The Deal object allows you to use logic based on pipeline to customize the create Deal form. The Record Customization tab allows you to customize the view of a specific object/record based on Teams.   Taking these two features together, it would be very helfpul to be able to costumize the Object Form (Contact, Company, Deal) based on Team.    As of now, we have a ton of fields in the form that are only needed for specific roles, so adding this feature would drastically reduce friction when creating objects ... Mostrar más

Please assign the features for Presets to the Permissions selectors, specifically for Team rollouts.  ... Mostrar más

It would be useful to have an Access Level that is strictly for the person/team handling the billing on the Hubspot account. Currently it's under the SuperAdmin access, but that allows anyone with SuperAdmin to make changes that affect the charges on a person's credit card without going thru the cardholder. It would make it more secure and less suprising when charges pop up if there's a specific access for the person(s) handling the bills. ... Mostrar más

People considering the HubSpot solution often don't understand what a Sales/Service Seat is and what they get for the extra charge.   Although it is in the details of the pricing pages and accessible via a link to a pop up, it could be clearer/explicit.   We get asked about it by a lot of Sales/Service hub prospects so the current way of explaining this obviously isn't working for them. ... Mostrar más