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Feature request: Currently, HubSpot allows deal assignment via round-robin or basic workflow rules, but it does not provide a way to limit the number of deals a user can have per pipeline stage — nor does it offer intelligent fallback assignment when that limit is reached.   Problem: In complex sales operations, each pipeline stage requires different levels of effort. Users should not always handle the same number of deals in all stages. For example: up to 10 deals in Qualification, 20 in Proposal Sent, and 30 in Negotiation. Without this control, a single user can be overloaded in a critical stage, which affects SLAs and overall productivity.   Suggested solution: Allow HubSpot to set deal capacity limits per user and per stage. If a workflow tries to assign a deal to a user who has reached their limit for that stage, HubSpot should automatically reassign the deal to another available user — based on custom logic. It is essential that this fallback assignment is configurable. Users should be able to define: Which team the reassignment can go to (e.g., only SDRs) A custom list of users (e.g., user A, B, and C) Or a defined order of fallback priority   Workarounds we've tried: Manual tracking with custom properties and workflows Using calculated fields to estimate user workload Round-robin workflows without per-stage limits None of these alternatives address the issue in a scalable and automated way.   Expected benefits: Balanced workload across pipeline stages Improved SLA and lead response time Reduced risk of user overload Increased efficiency and fair deal distribution Smarter, more strategic use of workflows ... Mostrar más

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: ... Mostrar más

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. ... Mostrar más

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.  ... Mostrar más

Currently, only Super Admins can modify data in the Leads Summary view in HubSpot. I’d like this permission to be granted at the individual user level, so roles like Sales Managers can manage all leads without requiring full Super Admin access. ... Mostrar más

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. ... Mostrar más

Hi there!  Not a major or super important suggestion here, but I'd like to recommend a personalization token for HubSpot users to be able to add their job title into 1:1 emails. I feel as though this should be a basic option just as email address or phone number is. I'm not referring to adding a job title to an email signature, either. I mean in the body copy of an email, just as I could use a personalization token to add the contact's job title.  Who: This is likely for smaller teams where multiple employees, with different job titles, are performing 1:1 outreach or sending 1:1 emails.  Goal: To be able to easily introduce ourselves in an email with the appropriate job title.  Value: Not having to manually populate the job title in 1:1 emails, especially for templates in sequences! Currenlty, when we schedule sequences we have to manually add in our job titles to the email. I would need to create multiple sequences for each one of my team members just to have the correct job title in each template. (for us, the job title is typically only in the first email of the sequence)    In the 'Users & Teams' settings under the 'Users' tab, there is a property for 'Job Title'. We can't edit it, or use it for that matter. I think that needs to change. 🙂    Thanks!  ... Mostrar más

HubSpot admins need to be able to prevent users from accessing the "edit columns" (see below) button while working in the Line Items editor / in the Quote tool.   Currently, users see the button "edit columns" and they are free to take advantage of making the tool suitable for their personal needs. This, in turn, complicates the lives of their colleagues and HubSpot admins.  As a CRM aimed at scaling businesses & enterprise customers, HubSpot should prioritize such an update with high priority.     ... Mostrar más

Currently, only super admins can change a closed Lead Status from Qualified or Disqualified. Given our operational needs, we would like to extend this capability to lower positions, such as sales reps. Please add this request to the roadmap. ... Mostrar más