Great minds think alike

It would be helpful to be able to offer user picklists with restrictions. For examples: users with a specific skill users in aspecific team users in aspecific permission group ...read more

Hi All,   We started using the prospecting tool here now for a couple of weeks. First of all: Finally this was a much needed feature, so thanks for adding. We created a similar functionality ourselves with workflows etc. but it was still lacking the overview "dashboard" so to speak - this is a much more elegant solution   The annoying part is that you need a sales licence to see leads. I can see why, but the current implementation only lets you "manage" leads in the prospecting view.    This is really annoying, since sometimes you just want to delete them, because it should not be a lead. This is possible with any other association, so why not implement this?   Furthermore to delete a lead (as a salesrep) you need bulk delete functionalities. This is not ok!      Secondly: create a "Master-overview" in which a super admin (with a sales licence for HubSpot's sake), can filter and bulk delete leads. Using the prospecting tool is really cumbersome!      ...read more

It would be really useful to be able to limit user access to certain/specific website pages. For example, If I want a specific user in my team to only be able to edit a few selected website pages, and not all website pages. ...read more

Context: As Leads come into Hubspot, we want our Sales Personnel to assign Leads to themselves, contributing to a healthy, motivational, and competitive environment. We encourage cherry picking so that the best leads are being responded to the quickest.   We however, want Sales Personnel to assign a new Lead to themselves ONLY if they have 'fully worked' all other leads that they own. In other words, they can take as many as they want as long as it's one at a time and fully worked before moving to the next.   The big goal/challenge is that we want to monitor this, and ideally prevent a Sales Person from assigning more Leads to themselves if they haven't met the criteria for having no 'unworked' Leads.   Our definition for 'fully worked' is defined by the count of emails, count of calls, and potentially the count of logged SMS's or notes.   **We should be able to set/adjust these custom thresholds at any time.**       IDEAL SOLUTION   Use a Dynamic List that filters to include all of an Owner’s Leads that are considered “unworked”. The “unworked” filter is defined by a certain threshold of the: – count of Emails (minimum 5) – count of Calls (minimum 1) – count of Notes/SMS’s Logged (minimum 1)   When an Owner goes to assign a new Lead to themself, the system will check if any Unworked Leads exist that particular List. If none exist, the Owner can assign the Lead normally.   If 1 (or another set amount) or more “Unworked” Leads exist in that Owner's List, then it would be nice if a Pop Up window appeared (at the point where they clicked "Save", indicating that they still have Unworked Leads. That window would list the Leads that are Unworked, allowing them to go directly to the Lead's Contact page.   The window would also have a button, that gives the Sales Person an option to Declare an Exception and choose from a drop down list of a reason why they need to break the rule. This exception button should only be available if the Owner has less than 4 (or another custom amount) Unworked Leads. Otherwise, they will have no option other than to work their Leads first.       Monitoring For Admins If a Sales Person Declares and Exception, this should be recorded in a way that let's an administrator review the following info:   – the Sales Person / Contact Owner involved – the date and time an exception was declared – the reason that it was declared – the Contact that was being assigned at the time – the contacts that were “unworked” at the time     Reporting: It would be nice to be able to view all this info in a Report.     Workflows: It would also be nice to have access to this info via Workflows so that an email could be crafter automatically to the administrator, and also one to the Sales Person.     ...read more

Tive um caso que o próprio usuario excluiu sua conta, mesmo tendo um nivel de permissionamento baixo, queria poder rever essa regra, uma vez que com esse ato, perdemos histórico de tudo que foi realizado dentro do Hubspot. Acredito que poderiamos ter uma trava pelo menos para que usuarios com baixar permissibilidade não possa realizar essa ação. Da mesma forma que os usuarios não podem excluir outros usuarios, não deveriam poder excluir os proprios usuarios. ...read more

Currently, there is no way to restrict a user's access to associations on a record - if they have editing access to the records, then they can also make changes to the associations. It would be great if we could restrict who has association access just like we can with plain object properties.  ...read more

It would be useful/helpful for Sales managers to get HubSpot to create a feature for us whereby reps can request a company from another rep to be put into their names instead of going through their managers each time, and can use this new feature to request it from the existing owner directly. ...read more

It would be nice if it were possible to make changes to the order/visibility of these buttons so that every user in my organisation has them the same. For example, we are not planning to use HubSpot for phone calls, so it makes alot more sense to have Log Call rather than Make call for all users.    ...read more

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. ...read more