Gute Ideen sollten geteilt werden

There is currently no way in HubSpot to delegate the super admin ability to customize the property view in the left sidebar for records like contacts and companies.   One of my colleagues has been tasked with helping with some admin-related tasks, including creating customized team views of the properties in the left sidebar of a record view. Even though I gave them full access to the CRM, it seems that the only way that they can make changes to the left sidebar is by granting them full super admin access.   My teammate doesn't need full super admin access, nor should they have it, for their everyday work. The screenshot below shows the specific area that they wish to have access to without any need to account or user settings or anything else related to super admin access.     Rather than having to ask a super admin to make left sidebar changes or grant full super admin access to someone that doesn't need it, we should be able to simply grant access in the Users settings, as shown below.     ... Mehr anzeigen

Often, as we add new features to our software, we want to be able to mass edit tickets so that they can be re-classified or have a team that would like to be able to mass assign tickets. It would be great if you could select a group of tickets and then mass edit them to change descriptions, types, owner etc.  ... Mehr anzeigen

For example: I want to give someone access to creating a new Chatflow, however, to do so, they would have access over Deal Pipeline configuration and setting up the property views for all record types.   There are already some on/off switches under Accounts Access, e.g. for user permissions, please could there be a full breakdown of all the areas that Accounts Access gives access to so that more control can be given. ... Mehr anzeigen

Hello HubSpot team, I have many troubles with the options in permissions for my users, only can edit everything or nothing which is uncomfortable, because I think the users need more options to edit, with the most sectioned permissions, not just Everything, Team, or nothing.  So I would this can be change! ... Mehr anzeigen

It would really help us if we had to possibility to give some people or roles the permission to edit certain/selected property settings. Our Hubspot account is connected to a CRM systems. To prevent the connection of failing due to property changes we blocked the permission to edit property settings. The consequence is that our team is not able to edit the lead scoring variables.    Please add the permission ability to assign people, teams or roles to edit specific of selected property settings.  ... Mehr anzeigen

An internal messenger feature, so people connected to the same account can communicate internally within the HubSpot environment. That would make remote work much easier.   Yes, we have MS Teams etc., but if you could stay within HS while working on something and talking to a colleague about it, that would be preferable in stead of switching from HS to Teams.   It should diffenately include approval processes. ... Mehr anzeigen

It would be great if user permissions were available so that users could only view deals associated with their respective teams. Currently, users on teams can access deals owned by any members on his/her assigned teams. In other words, deal views are user-based not team-based, making Deal Access settings misleading under User Settings. ... Mehr anzeigen

Regarding target account/company assignment there should be a way to cap how many target accounts or companies one person can be assigned ownership of.   For example, my client has SDR's that will be in charge of qualifying companies for salespeople. We would like to limit how many we task one SDR with developing at once so we can maintain a certain level of service for our clients and "quality of life" for our SDR's. This would also allow us to easily pull data we can use for making staffing decisions, such as how many additional SDR's need to be hired. ... Mehr anzeigen

I am aware of the ability to see whether or not a user has connected their email to HubSpot. But Support has confirmed that I cannot tell if they have enabled the HubSpot plugin. Essentially, they are tasking me with going to each user's device to verify that they have the plugin installed and that it is working. It seems that this info should be included in the Users list. ... Mehr anzeigen