クリエイティブな才能を開花させよう

I've just had a chat with one of the team and he directed me here to make a suggestion for a feature.  I have a sales team who are very lazy and don't tend to look at the contact notes before calling the client as they have a script to read off.   I sometimes get clients ask to be rung at a certain time or day which I write in the notes - however this gets missed and they're called as soon as they're added which makes us look unprofessional. I would like to add a column to leave a quick note, i.e. "Call on Tuesday 5pm" - so it's right there next to the phone number.   Also the ability for the superadmin to edit the main contact table view for the whole team so that I don't have to manually edit each table view.    Many thanks 🙂   ...その他を表示

Never Log does not work when emailing Conversations (Group Inboxes/ Channels). Even when HubSpot User Contacts don't exist they get created. It would be HUGE if we could prevent our HubSpot Users from ever being created created in our HubSpot Portal for obvious reasons (associations, privacy, etc.)  ...その他を表示

It would be interesting to disable the view of account permissions for users who are not super administrators and maintain privacy between users. That is, a user cannot see what permissions another member of another team or another user has. ...その他を表示

Allow bulk partitioning / assign of lists to teams.   Currently list partitioning only allows 10x lists to be assigned to a team at a time. I can select many lists at a time but the assign functionality isn't available for over 10x lists.   This functionality will be incredibly useful for any organization transitioning to a teams based platform, or any organization that needs to bulk assign / partition lists.   My organization is transitioning and has 1900 lists that I have to manually assign.  To assign 10 lists I have to click 14 times. I'm looking at 2660 clicks to complete this task.  ...その他を表示

It'd be great if there was a way to click on a user and see every Workflow they may be a part of.   This would solve a problem that currently exist.   Mainly, right now, if someone is on vacation or off for any reason, I cannot just remove them from any automatic rotations that they're in.  I have to search the Workflows and edit it manually. If I could click on User A, and have a list appear showing all Workflows they're specifically in, I can then click that Workflow and make the edit manually. We already have this function within Properties that we can see any Workflows, Forms, etc, that the Property is associated with. I'm just hoping we can duplicate this feature for each User as well. ...その他を表示

PROBLEM: We have managers in Hubspot who needs to see all the fields and sections across all teams. However, Hubspot sidebars are assigned by the user's primary team. This is great, except it doesn't work when we have managers managing multiple teams.   Example assignment: Primary team: Sales Additional team: Enterprise, Commercial, SDRs   In this case, the manager can only see the left sidebar for Sales.    IDEA A possible solution would be to set conditional sections by Hubspot User. When Hubspot user is X, then show X.   ...その他を表示

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.  ...その他を表示

Currently it's not possible to lock a user account to prevent them from accessing the HubSpot instance. It's only possible to "Remove from account". The issue with this is if someone leaves the company, and they are the Owner for many records, it takes a while to ensure the right people are updated on those records. If we remove the user account then we lose all the information about what they previously owned to be able to then reassign. However, if we don't remove them, then the user can continue to access HubSpot after they have left.   Firstly, have I missed any existing options that are in place to ensure we continue to see a past employee's ownership of records, for reassigning, without them continuing to have access to HubSpot?   Secondly, if I haven't missed some config, please would you introduce a "lock out of HubSpot" option at user-level.   Many thanks Anne Marie ...その他を表示

When HubSpot shows the message that we're trying to create a contact that already exists in the CRM and the user has no access to that contact record, it would be great to have the possibility to create an automatic notification, for example:    Notifying contact's owner that a user is trying to get access to the contact. Notifying  the user with info about who is the contact's owner, so he can get in touch with him. Notifying Superadmin so he can give access to it. ...その他を表示