Grandes mentes pensam igual

Hey HubSpot,   We'd love to see something in the way of adding conditional logic as to WHEN somebody can edit a property rather than just WHO can edit/see etc   E.g When the Deal is Deal Stage "Pending Approval", properties such as "Conditions", "Amount", "Submission Date" cannot be updated.   This would allow for greater confidence and control around time crititcal processes and ensuring that information is not being incorrectly updated after a submission where details must remain the same for verification purposes etc   Ideally this would be similar to, but is not quite the same as User Permissions on Properties.   Thanks! ... Exibir mais

It'd be great if we can grant specific users access to Target Accounts without having to give them access to companies/contacts. This is useful for working with external deamand gen contributors without having to disclose sensitive information regarding client names, etc. Thanks for considering it! ... Exibir mais

Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they support.   Ideally, we'd be able to create roles for units and assign them to users based on which team they're a part of at our organization.   I'm not seeing any work-arounds for this, or any way to assign a user to a particular unit, which is somewhat disappointing and defeats the purpose of much of what we needed business units for. ... Exibir mais

It would be very useful and helpful if super admins were allowed to edit views created by other users. If a view created by a user currently needs to be customised, we have to clone the view, edit it and delete the original view. As super admins, we also provide many centrally managed views for all users. However, only the creating super admin is allowed to edit these, which always causes additional work. ... Exibir mais

At present Hubspot does not appear to have rules for Custom Objects. This is a feature that was introduced in February 2023 for Deals. This feature 'locks' the editing access on Closed Deals to View Only and only allows Super Admins to change these fields. This is an essential feature for Deal but this feature doesn't exist for Custom Objects. Once a Custom Object is moved to Closed we need to be able to limit editing access to Super Admins, the same as Deals. My company is an works in the insurance space and we have a Custom Object for insurance policies. Once a policy is moved to closed we need to be able to restrict the editing access to all those properties. Otherwise anyone can accidentally change the properties which can create significant issues for us. ... Exibir mais

Users must be super admins to toggle between reps. There is no permission you can assign to a standard user that would grant them access to toggle between reps in the prospecting tool.   The only option is to set them as a super admin. It makes sense that not all managers would/should be admins. ... Exibir mais

Hi!    To my knowledge, it seems like it is not possible to prevent users from removing/editing a record's associations as long as they have access to edit HubSpot records. However, in our use case, we would like for users to be able to edit company records, but not their associations.     Is it possible to somehow restrict this through either permission sets or another solution?  ... Exibir mais

We should be able to customize our Navigation Bar items to get to what you want easier. Personally, for example, I often need Lists, Marketing Emails, Contact View, etc. It's annoying to pick from the dropdown all the time for the items that I use daily.  Other softwates have - I think shoud be standard. ... Exibir mais

I send emails on behalf of sales reps with personalized token links which include email and calendars. Because these emails are deployed from up to 40 or so reps at a time, it is very cumbersome to manually review one by one which users have their email and calendar status active. These are data points which are available as a column view, but the export does not include any of this information. My idea is as simple as including the following data points, which already exist, on the user export: Calendar Status Email Status  Invite Status    Thank you. ... Exibir mais