Gute Ideen sollten geteilt werden

Hello community 👋 and product team ✌️   Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit columns, filters and save these according to their own preferences.    A view 👀 can either be standard, created by me, or created by others (see picture and ignore Swedish content). Once a view has been created by me no one else can edit this view and save it for all users 👥 - instead they have to clone their own version of the view in order to change it.          Issue We are growing our company fast ⏩ and we want to be able to scale our staff up and down without it affecting the infrastructure of what we have created. If one staff member decides to quit and move on to a new company - and that staff member being a core creator of the views that all other HubSpot users in our portal uses - we could be in big problem.   Why? All these views created by others can be pinned to my default view. I will have a standard set of up to 5 views in my portal that I will use in my day to day management. If the staff member that created that view quits users could be stuck 🔒 with old standard views in their pin bar without knowing.        Idea for solution (proposal for the product team) 🤗 There are several ways to solve this issue. Some better than others. I would really love them all to be delivered 👍 but as we all know thats not always possible.    A) Make it possible to pass ownership of a view Make it possible for a view owner to pass the ownership (and there by the uniqe rights to edit the view) to an other HubSpot user of the same portal.    B) Make it possible to collaborate in creating standardized views Make a setting so that a view can be collaborated on by all HubSpot users. Once a change is made by once user it will affect all others. Perhaps a small information box upon saving the view informing the user that it will affect all other accounts.    C) Make it possible to set up ownership of a view to a team Make a setting so that a view can be collaborated on by a specific team of HubSpot users. Once a change is made by once user in that team it will affect all other users (in the team or not). Also here recommended to have a small information box upon saving the view informing the user that it will affect all other accounts.  ... Mehr anzeigen

There are some features/tools/capabilities within Hubspot that we do not use as a result of SOP's or necessary process within our ERP. There are others that we simply do not use for no real reason other than they aren't necessary for our business. To avoid confusion among our users and to simplify, it would be beneficial to be able to turn these features off in the menu/navigation.    For example, we do not use the Quoting capability because we create quotes in our ERP system so if/when they are approved/accepted, that quote can simply but associated to a PO and all the qty's, products, services, etc... are already there for order entry.   However, having the feature visible to our sales team causes confusion as to where they should create the quote.    Another feature that we are not currently using is Forecast. Our forecasting process is a little more complicated and detailed than what Hubspot's forecast feature offers so we do that externally.    In short, would be nice to be to remove certain tools/features from the menu/navigation to avoid confusion, declutter, and simplify. ... Mehr anzeigen

Request: Add the ability to grant users permission to see association cards on an object record even if they do not have the ability to view the full associated object.   Background: When my company first launched HubSpot 5 years ago, I could set up users with permissions to view/edit Deals they owned, but not to be able to view or edit Deals other users owned (this is still a feature).   However, Deal association cards for all associated Deals still appeared on the right side bar for a Company or Contact regardless of a user's view/edit permissions. All users, therefore, could see that a Deal existed, but they could only click into the Deal and view the full details of the Deal if they were an owner/collaborator on the Deal. Some users in the community found that this feature presented a security concern. However, my company benefitted from this behavior because we could choose to display limited information about a Deal on the Deal card without allowing full access to Deal details.   Some time in the last few months this functionality changed so that a user can only see Deal cards if the user has permissions to view the Deal. Now my users don't know that a Deal exists on a company unless they are an owner/collaborator because an association card's visibility to the user is now tied to the object's visibility to the user. One workaround is to display the Number of Associated Deals, Number of Open Deals, and Number of Won Deals properties on the  Company or Contact left sidebar, but this is only marginally helpful. It still does not allow users to see critical Deal information such as who owns the Deal, the type of Deal, and the Deal stage (all properties that we display on Deal cards). ... Mehr anzeigen

I'd like to be able to control who (which team) can merge certain records. For example, an integration we have will break if two records are merged. The team using the integration should obviously be able to edit the records they are assigned but shouldn't be able to merge the records. ... Mehr anzeigen

The Super Admin Role should be available as a "Seat" allowing for functionality to set up and edit Sales and Service Hub Seat options.    As a super Admin I don't need to USE sequences, but I do sometimes need to set them up for sales hub seats. Similarly I need to be able to set-up and troubleshoot Service Hub functionality but not necessicarily USE inbod or helpdesk.    The option to "Log In As" is an option, but time consuming and not great for audit logs and users actively working in the system. it would be better if a Super Admin Seat was an option to have full setup functionality and testing ability of other seats.  ... Mehr anzeigen

I have edited the columns to make the leads page of prospecting relevant to our organisation.    However, I am unable to save this view and share it to the rest of the organisation.    Much like the ability to save views and assign them to particular groups in a contact screen, I would love the ability to do that here as well.      ... Mehr anzeigen

Service Hub is lacking visibility on agents available/offline status (reporting, notifications).  Would be very interesting to add Availability Status to user based properties in HubSpot.    This would open some possibilities for team activity reporting. ... Mehr anzeigen

The new beta update for Business Units is great, because you can now select from Navigation which Business Unit you are working on when in your portal. However, it gives access to all users.   There should be a way to filter or manage who can see the Business Units depending on the team or unit they actually work on: ... Mehr anzeigen

HubSpot recently announced the rollout of several great new Breeze Agents, which are only accessible through Breeze Studio. To enable users to access these Agents, in Permissions you must grant them full access to Breeze Studio - including the ability to Activate, Create and Edit Breeze Studio Agents: Breeze Studio permission setting in HubSpot   That said, the request two-fold:   Provide more granular options for permissions as some users should only be able to Activate, others Create/Edit Place these agents in a more usable location*, like the Customer Handoff Agent which can easily live in a card on the Company object     *I understand some of these still living in Breeze Studio (e.g., Sales-to-Marketing Feedback Agent) but others can easily live in a more relevant location, like how the Knowledge Base Agent is in the Knowledge Base, etc.     Thanks, Product Team! ... Mehr anzeigen