Gute Ideen sollten geteilt werden

Right now, the ability to edit global default values for marketing email personalization tokens (Settings → Marketing → Email → Personalization tab) is effectively bundled with the Marketing email – Edit permission. That means: Any user with Marketing email – Edit can change account-wide default values for contact/company/owner tokens. There’s no way to let someone edit marketing emails but not touch those global defaults, unless we remove their Edit access entirely. For teams with stricter governance around copy/branding/compliance, this is too coarse-grained. The global defaults behave like an account-level configuration, but they’re controlled by a tool-level permission.   The request here is to add a more granular permission that specifically controls who can edit the global default values for marketing email personalization tokens, separate from the standard Marketing email – Edit permission. Super Admins and a small set of designated admins would be able to change the global defaults, while other users could still edit emails and set per‑email fallback values without modifying account‑wide defaults. ... Mehr anzeigen

Create a Workspace that can be customized by user.  Example: i have a customer that has the same person looking into Deals, Tickets, Tasks, Conv Inbox. Needs to be jumping between sections. If we could create a Workspace tailored for this it would be a game changer.    Companies with small teams have less silos and people tocuhing multi Hubs in HubSpot.  ... Mehr anzeigen

It would be really helpful if HubSpot showed a clear impact summary before a permission set is created or turned on. Right now, it’s easy for admins to miss how a permission change will affect users—especially when it impacts seats and feature access. Example: Turning on a permission set may remove a users Sales seat, which means users suddenly: Lose access to eSignature Can’t create or send quotes Lose other Sales-seat features Suggested Improvement Before saving or applying a permission set, show a confirmation popup that clearly outlines: Which users are affected Seats or access being added/removed Key features users will lose or gain This would help prevent accidental access loss and make permission management much safer and more transparent—especially for larger teams. Would love to see something like this added. 👍 ... Mehr anzeigen

Would like a calendar that lets you see scheduled emails, blogs, and social posts and also lets you add "plans" for these items - so not yet scheduled, but when you plan to send/publish. Ideally, this would be able to be color-coded and you can filter and save the view of the items you want to see. And this calendar would be shareable across internal HubSpot users you select. Essentially so our team has a single point of reference for marketing materials we have planned to publish and when. ... Mehr anzeigen

I'm running into two annoyances as I'm trying to streamline the use of permission sets on an Enterprise account (reduce total number of sets with similar configs).   The first is that as I'm setting up a template, there is no internal warning of which features are "locked" to specific seats, like Core, Sales or Service. This means that as I've set up a permission set and add users, I'm blocked from doing so because they lack the correct seat. The UI has no hints as to what would need to be removed. This means I cannot easily edit the permission set to apply, and need to start over or guess what to remove (remove, try to add user, remove more, try to add again etc).   I can bypass this by adding users first as I'm setting up the permission set, and it will flag that the permissions cannot be saved (see image below).   Suggestion: Add a flag/hint even without added users for functionality that would require a specific seat beyond Core seats.   Screenshot from the UI when trying to add permissions requiring specific seat access if users are already added   The second is that permission sets don't easily work with seat use. I have two groups of users who need identical permissions. One on Core seats, the other on Sales.   Sales seat need additional access to edit/view tools and features locked to Sales enterprise.    Suggestion: Ideally, I'd have one permission set with toggles ON for all identical settings and the Sales seat only features (with flags/hints that some would not be availbale to those without Sales seat) and be able to apply to both groups. The seat would ultimately decide if they can access those additional tools; not that I'd need to set up two virtually identical permission sets and remember to move users between when they change seat allocation. ... Mehr anzeigen

Idea I'd like an option to implement an "Are you sure?" or "Confirmation" type pop up, based on customizable conditions, when someone is trying to change a Contact Property.   Alternative Idea Introduce conditional permissions at the property level. A property can be edited if it's not set or unknown. As soon as it's set, that property's Edit permission becomes restricted to a specific user (based on the Contact Owner).     Example If a Contact Owner property is already set/known, then show a pop up when a new person attempts to change or update the property in the Contact Record. The pop up should say something like:   "Are you sure you want to update Contact Owner? This property is already set as ___________." Nevermind            I'm Sure     Property Permissions The existing property permission options don't solve my problem, but perhaps further customization in this area would.     My problem All my sales personnel are able to grab and assign leads to themselves on a first-come first-served basis. This means they all need to: 1. Have general permission to view and edit a Contact Record that is not Owned by them including Unnassigned Contacts.  2. Have permission to view and edit the Contact Owner property itself.   The problem comes when two or more people grab the lead at nearly the same time. The first person assigns the lead to themself, and then the second person unknowingly assigns the lead to themself as well. Because their page hasn't refreshed in that span of a couple seconds, the first person is calling the lead while the second person is also calling, and there's a bit of a collision. We then solve the conflict using the property change history if no connection was made, or else by who actually establishes a relationship with a lead first. Obviously, we'd like to prevent unneccesary tension that can be caused as a result.   A confirmation pop-up would help prevent these collisions because even if the second person tries to assign the lead a mere second after the first person grabs it, it would immediately let them know the property has been assigned even before they've manually refreshed their page. ... Mehr anzeigen

Bonjour, Je suis directeur commercial et je manage un équipe de 3 commerciaux. Comment puis-je, à partir de l'espace des ventes communique à mon commercial une action à mener. J'utilisais "notes" jusqu'à aujourd'hui mais je ne peux pas sur l'espace des vente, l'option note est grisée. Est-ce possible d'y donner accès au manager de la team ? ... Mehr anzeigen

Please add upcoming Meetings that a deactivated user is assigned to when given the option to transfer records:      ... Mehr anzeigen

  Currently, unlike contacts and companies, it's not possible to share leads with other users. Therefore, when a company is shared with a user who isn't part of the owner's team, that user can't see the leads associated with that company. It would be beneficial to enable lead sharing, just like other objects. ... Mehr anzeigen