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I know I can edit my conversations based on availability status to assign them only to available team members, but it would be great to have the same flexibility with assigning new contact owners as well. This way, new contacts coming into the CRM will only be assigned to available team members. ... Exibir mais

When setting property access, being able to implement a hierarchical team structure where a main team encompasses multiple sub-teams. This structure allows for streamlined permission management. Instead of assigning access rights individually to each sub-team, you can assign permissions to the main team, and these permissions will be  automatically inherited to all nested sub-teams. ... Exibir mais

We would like to enable key users to be able to add contacts to static lists and remove contacts from static lists but not be able to edit the contacts themselves.  At this time a user must have edit permissions on contacts in order to change their list membership (https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list).     ... Exibir mais

Hi there,   We need the bility to restrict certain Contacts/Companys/Deals to certain uses only, for the purposes of Insider Information.   We already utilise the Team permissions but need the ability to restrict specific Contacts/Company/Deals that may be subject to Insider Information/Marklet Abuse etc.   Another option (if feesable) would be a 'restricted list' where the deals/contacts/companys on that list were restricted to certian users that we could determine. That would also require the ability to have mulitple restricted lists.   An urgent fix to this is desperately needed please! ... Exibir mais

HubSpot offers similar functionalities with restricting access to contact and deals. Having the same control over permissions to the lead object is necessary. ... Exibir mais

Hi HubSpot Community,   WHO: Companies/Organizations that may communicate with clients that have sensitive or confidential information/material that needs to be tracked, but not seen by others in the organization.   Goal: Allow multiple teams to have access to the the same contact records, but have restrictions implemented based on "Users & Teams" to restrict access to see emails from seeing them.    Example: Sales & Tech Support (two separate Teams) are able to communicate with the same contact via email, but Sales can't see Tech Support's emails and Tech Support can't see Sales' emails.   Value: This addition will allow organizations to continue to maximize HubSpot's capabilities in tracking/logging emails for organizations, while also assuring there is a layer of added security/protection.   No examples or screenshots at this moment. ... Exibir mais

As a super user of HubSpot working within a marketing agency, each time we set up a new client I have to go through the motions of the guided tutorials of "how to use HubSpot" can we add a checkbox at the user creation that disables these initial walk throughs of the platform? ... Exibir mais

So to keep users in both HubSpot and Salesforce in sync you need to match on both email and full name of the user. This is not ideal for my organization (email only or at least customizable match settings here would be better), but I can speculate as to why HubSpot set it up that way and I can work with it for now.  However, can we please at least make the user match case-insensitive? Currently, the below example will not sync these 2 users.  HubSpot User: John Smith, john.smith@test.com Salesforce User: JOHN SMITH, john.smith@test.com ... Exibir mais