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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. ... Exibir mais

Currently, only Super Admins can modify data in the Leads Summary view in HubSpot. I’d like this permission to be granted at the individual user level, so roles like Sales Managers can manage all leads without requiring full Super Admin access. ... Exibir mais

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.  ... Exibir mais

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? ... Exibir mais

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.  ... Exibir mais

When deactivating users who own records (Contacts, Deals, Companies) in the system, you are given a summary of those records and options to reassign them.   It would be extremely useful if other components of Hubspot were included on this list, such as Workflow actions, Forms, and Automated Emails.   A real world usage case would be a manager who has automated Marketing Emails sent from his account, who also receives web form notifications as well as who has deal records and referrals from other business units assigned to him via workflow for reassignment to his team.   If that manager is deactivated, there is no way of knowing where that account exists in the system. All of the forms, emails, and workflows have to be individually opened, and their settings or workflow steps reviewed piece by piece, making it extremely easy to miss.   Having a summary for users like the "Used In" screen for properties would be a tremendous help in keeping the system up to date when resources change, for example, replacing "Additional Comments" with "User John Smith" below.         ... Exibir mais

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. ... Exibir mais

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! ... Exibir mais

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. ... Exibir mais