Gute Ideen sollten geteilt werden

A lot of clients/user are needing to report over the user's usage in HubSpot. They want to create Reports (this means having users as an object) about: - active users / desactivated users - What % of users have created activities by corporate region? - How many tasks were created and completed by corporate region, broken down by state, broken down by role type? - What % of Managers have logged by week? -% of team members who have never created an activity? - And a list of those people so we can follow up about enablement.   This will be a good addition both for final customers as for agencies and their teams. ... Mehr anzeigen

We love HubSpot and so does our C-suite. Unfortunately though they do not use it because their emails get logged when a sales team member quickly replies in a private thread and inadvertently logs the email. Then their private conversation is now posted for all users to see in their contact record. There needs to be a way that this can be fixed either by user permissions or middle pane conditional settings.   And before you tell me they can just be on a team and only the people on that team can see their emails please remember that every member of the organization is in sales and making our key contacts that are owned by the Csuite inaccessible to ther other teams is not an option. We all enjoy the transparency Hubspot brings us so that we can leverage key contacts. There must be a better way.   I know something exists as our CSM from Hubspot cannot view or interact with our email as part of her settings. Why can't we get similar permission settings? ... Mehr anzeigen

When I go to Sales -> Meetings, the view always defaults to my meeting page. I don't book meetings with outside people so I ALWAYS have to change it to "all users". It would be nice if this was a default AND if the meeting names could be sorted alphabetically. ... Mehr anzeigen

In the Users & Teams section in Account Setup settings, we notice that Permission Sets are sorted randomly. It would be incredibly beneficial if we could visually these sorted alphabetically.  ... Mehr anzeigen

add a tickbox  (or some other Object) to a Note/Task/Contact/Company, etc, that enables it to be only viewed by the Contact Owner. I could do this in my old CRM, setting the viewing permission to 'Private' or 'Public'. This is very useful. For example, a Contact may share a password to access some of their data and they ask for it not to be shared with anyone else. I would add a Note including that password, and set permission to 'Private' so only I (and my super admin) could view it.   I know there is a feature that restricts the User view to 'their accounts only' but that entirely stops collaboration of Users.  I need a feature that allows my users to add Private notes to any Contact/Company that they can currently see.   Hope this idea makes the A-list 😉 ... Mehr anzeigen

Marketing events are sooooo hidden! They're litterally "marketing" events. Why arent they listed under the marketing item in the navigation bar? Please add them.  ... Mehr anzeigen

From a super admin level it seems that you can set user permissions for nearly anything across all hubs - but Marketing Events are missing.   While Marketing Events are quite hidden in HubSpot's UI already, i find it odd they're completely missing within permissions. That being said, any user - regardless of permissions or permission set can edit and manipulate data within Marketing Events.  HubSpot - please add marketing event permissions to user permissions!  ... Mehr anzeigen

Hello, I wanted to discuss the importance of maintaining consistency in how teams operate on Hubspot. It is crucial that they follow certain protocols when using the system, such as naming workflows with a standard naming convention. I am curious if there are any plugins or native ways to build guides into Hubspot itself. This would allow a pop-up or similar to be shown to users when they are in a certain place. The closest thing I have seen to this is Userlane, but I wonder if it can be achieved with a plugin or something similar. ... Mehr anzeigen

We have an issue with multiple sales agents signed up within our company that are able to see each others' emails as users - in particular when selecting 'company owner' they are able to see all possible user accounts there.   There needs to urgently be an option to either: a) be able to hide the email address on the user's account so it is not visible to all other users b) amend permissions to not allow users to see other users on the platform/to be visible to standard users ... Mehr anzeigen