Gute Ideen sollten geteilt werden

louischausse · ‎Sep 27, 2024

At the moment, when an admin "Log in as user" they litterally get logged in as the user, and (here's the problematic part) logged out of their own user session. This causes problems because sometime an admin need to be ketp logged in as them self to do some configurations on their side and see what happens on the user's side and at the moment it requires a lot of log in/log out to solve a simple issue. This takes time and end up in losing some unsaved work in the process.

00000 · ‎Sep 26, 2024

It would be helpful to have an overview of all records and assets with the customer agent as an owner, like the table available for users. Current system requires navigating to each record and tool and check ownership for each type individually. An overview would help with management and insights at-a-glance.

luizseigo · ‎Sep 25, 2024

It would be important to allow full control of the Forms permissions, as we currently have with all the rest of the marketing tools. At the moment we can only give full or no access to the forms.

IQuinn3 · ‎Sep 24, 2024

I was tasked with auditing the users and teams within HubSpot. This account currently has dozens to hundreds of users. Upon starting this process, I learned many users are no longer employed by our company and I have been deactivating them. My question is, could we sync Slack to HubSpot so that any net new user created in HubSpot automatically syncs to their Slack? If this happens automatically, then if someone is deactivated on Slack, could this be used as some sort of internal HubSpot trigger to assign me the task of deactivating them within HubSpot?

NEden · ‎Sep 24, 2024

Our sales team create quotes with payments and can see payments as part of their license (sales pro). Our accounts team who don't use HubSpot need to reconcile payments. They have FOC seats becuase they don't use HubSpot. Under the new seats/payment model, we would need to make our accounts team sales pro users to just see payments in the system for reconciliation purposes. FOC/view only seats need to be able to see payments.

louischausse · ‎Sep 19, 2024

That would be nice to see dependencies for HubSpot teams. Similar to property dependencies that shows us lists, workflows, view, reports, etc. where the property is used. Seeing those dependencies would help a ton when we change the structure of teams so we can change the filters in all the assets using edited teams.

MadisonMoniz · ‎Sep 18, 2024

Hi HS Team! I am working to learn about how our team is adopting HubSpot as a CRM and daily tool. A part of this idea is building out a 'lead score' specifically to our internal users. This could report on things like: Last Activity Date Email/calendar/phone connection status Daily activities logged tally (meetings, calls, notes, etc) We would then use this score to identify how well the team is adapting to the new CRM, and shore up areas that need additional resources/training/support. This score could then be reported on in the custom report builder to give me a 'grade' for each team member in HubSpot as well!

MScaramastra · ‎Sep 18, 2024

This would be useful in several use cases. If there was a notes feature in the user controls so that it could be notated why, for example a user may not log into HubSpot, but should still have access, such as for report distribution and other functionality that doesn't require HubSpot login. In the event of turnover of a Super Admin who handles governance, this would centralize such 'notes' which currently requires use of a spreadsheet or something.

FWeberFIS · ‎Sep 18, 2024

We have a large number of active users in sales, many of whom create several views and provide them with personal filters and displayed columns. Unfortunately, almost all of them forget to mark these views only for themselves personally or to restrict them to their team. This makes the overview of views very confusing for all other users. It would be helpful to be able to restrict the creation of views for “everyone” to administrators.

BiancaRB · ‎Sep 10, 2024

Partitioning for Lists, Dashboards, Reports, Email, Forms, Workflows etc is only availble to Enterprise. Limit access to your HubSpot assets Inability to partition dashboards unless you've got an Enterprise plan severly limits our ability to colllaborate with our wider organisation by using HubSpot and restricts our ability to share the value of HubSpot to stakeholders. Marketing Hub Professional gets Deal and ticket pipelines, Social accounts and Files only. I find myself creating workarounds (thus moving outside of HubSpot) to provide the access requires so that an individual team or user can view contacts in a particular list, but not other lists, and similarly for dashboards in particular. Access to user/teams partitioning for Dashboards, Reports and Lists should be a minimum for a Marketing Hub Professional Level.

Gute Ideen sollten geteilt werden

Make the "Log in as user" feature open in an iframe or incognito window

Customer Agent record asset overview

Basics Forms permissions setup

Slack <> HubSpot for User Deactivation

Payments Access

See dependencies for HubSpot teams

User Scoring for Adoption Metrics

Add notes feature to users settings

Restriction of the view authorization

Limit access to particular user/team: add more options for non-Enterprise Marketing Hub tiers

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version