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Hi,   May I know if we could provide users with access to contacts and companies but not allow them access to view or edit any emails or attachments that were logged? These users would still be able to see the emails but not the email exchanges or activities.   Thank you! ... Afficher plus

Hi, We are currently in the process to set up various Marketing processes (DOI, downloads, newsletter subscpritions etc). In this process we test a lot. However once an e-mail-adress was used, for example to test DOI, you can never use it again for testing-purposes.   This is quite impractical because you need quite a lot of email addresses in the course of a project set-up. It would be useful if Hubspot would provide a kind of test user with which such functionalities could be tested without having to constantly create new email addresses. ... Afficher plus

Currently, in case a user has permission to edit something (i.e. information on a Deal), this user has the ability to change these infos at any given point of the deal stage. For example, the deal owner is allowed to update the amount of the deal even after it's closed.   New proposed feature: after a given stage of the deal (in this case when it closes), the deal owner edit rights is changed, so he/she is not allowed to edit any further information (the amount, for example). This would allow for a better "gatekeeping" of crucial information while still maintaining the initial owner for reporting/analyses (as opposed to creating a Workflow to change the owner of the deal once it closes). ... Afficher plus

Hola,   tenemos varias licencias de sales activas y nuestros comerciales han conectado sus bandejas de entrada con Hubspot para disponer de las funcionalidades geniales de la plataforma. Ahora bien, esta visibilidad de los correos está disponible para todos los usuarios, lo cual vulnera y mucho la seguridad de la información, por lo que hemos tenido que desactivarlo. Lo ideal es que los usuarios puedan ver la bbdd de contactos cuando procede, pero no las comunicaciones internas de los comerciales con los clientes y prospectos.  ¿Hay alguien más con este problema?   Gracias   Luisa ... Afficher plus

In Conditional Sections for Sidebars, you can make sections only viewable by certain teams which is extremely useful. But when you have a company-wide section you want all teams to inherit you cannot simply choose All Teams, you have to go through every individual team. Also if a new team is created you'll have to remember to come back to this each time. All teams or company-wide would be a great addition to the list here.   ... Afficher plus

Hi, we would love to have permissions to hide which users are in a HubSpot account depending the role you have in this account. It will be perfect that superadmins can view all the users in the account, but the others (or some members) can't.   Thanks in advance! ... Afficher plus

Would love to see the app include this community forum. ... Afficher plus

We have vendors we would like to give access to HubSpot so they can track and report on lifecycle and analytics, but we don't want them to have access to customer information. There is currently not a way to give access like this without access to the contacts. ... Afficher plus

We want to allow external partners we work with use HubSpot, and it will work for us to set the users up so that they only see their own deals, contacts, and companies. However, in the deals pipelines (and maybe elsewhere), they would still be able to see all of our HubSpot users names and emails (in "Deal owner" dropdown).   It's just not ideal for them to have access to each other's contact information, so it would be great if we could limit this so they can't see this list. ... Afficher plus