Les grands esprits se rencontrent

Hello it'd be great to be able to set up notifications based on a users role, some of our employees handle billing, some order processing, etc.. and to be able to notify those people about the deal stage changing would be very useful. In this menu pop out:   ... Afficher plus

Hola equipo de Hubspot,   Levanto por aquí una sugerencia referida a una necesidad que se nos planteó desde nuestra organización y el uso de la herramienta. Brevemente comento, nuestra organización actualmente cuenta con varios portales de hubspot, created for poder trabajar distintas unidades o empresas a las que damos servicio. Hemos agregado a los asesores de venta, con distintos correos en los distintos portales, esto genera que cuando un asesor ingresa a un portal teniendo otro abierto, este portal abierto se cierra. Lo optimo para nosotros sería que un asesor (que no tiene perfil super admin en la herramienta) pueda tener dos o mas portales abiertos de hubspot, sin que se desloege de los otros (y sin tener que abrirlo desde otro navegador o de forma incognita) .   Creemos que sería una mejora en la herramienta que nos resolvería a nosotros y de seguro a otros clientes esta necesidad.   ¡Muchas gracias! ... Afficher plus

We would like to be able to hide from regualar users what is going on inside of a company and Contact. We still need for the users to see the company and contacts incase someone calls in they can check to see if the company/contact is owned and pass on to the owner. Right now the only way is to hide everything and there is no way to know if you are working someone else's accounts.  ... Afficher plus

Hello,   This feature would be for the admin's and users because hopefully this will help manage everyone's time wisely. I have noticed that there are a few users I would like to add to our company, but the welcome email and set up is a hassle for them. Especially when the user is not going to be using HubSpot like most other users. For example, I need to add their name to a field that we have set up called "Sales Lead", but other than that the user will not be used for anything else.    I was hoping that if there could be a way around the welcome email or set up and just add the users (especially when their access if very limited). This would help with time management since it takes time out of their schedule to set up an account they don't use. This would also help admin's like myself so that they are not waiting for the user to complete the set up and I can get right to my task.  ... Afficher plus

The email showing assigned contacts to team member was always limited to 5 records. Should the limitation be changed by users? ... Afficher plus

Life happens. You create a great contact List. And do a great Report on it. And then, you ... move on hopefully to greener pastures.   Your legacy is left behind as Deactivated User.  There is no owner! It is awkward to people to use anything owned by a Deactivated User.  It is a liability among other negative things.   Hubspot gods should be able to move the ownership of Lists and Reports from one user to another.  ... Afficher plus

I am trying to establish if there is a way to notify if hubspot has been breached.  If a user is sent an email when they have logged in and they know they have not then this helps.  Do you have anything at all which helps in this regard? ... Afficher plus

The purpose of this idea is to be able to integrate a user into two or more work teams, so that they can create businesses and this is reflected in the team's results. ... Afficher plus

It would be great if admins could notify portal users there is a change to their permissions – either because permissions are removed or added for these users. Currently, an admin has to send separate messages to inform users (which is easily forgotten on a hectic day). User might find out at a later stage that they, for example, don't have access to workflows anymore which can be a frustrating experience.   Similar to the invitations for new users into a portal, the admin could choose to notify users about changed permissions or not – making this an entirely optional feature.   Notifications could look like this:   "Your permissions for [portal name] have changed" "To review your permissions, navigate to Settings > Users & Teams > ... If you have any questions, please reach out to a super admin in your portal."   Cheers! ... Afficher plus