Grandes mentes pensam igual

Right now, it's possible to create a specific view for a team, but I would like to be able to create a view that is associated with a role, as we have sales teams with this role in each team, but I don't want to put this role on the same team as they would have permission to edit each other's stuff.  I would just like to have a specific view for that role.   ... Exibir mais

I receive an Excel file from SharePoint every month containing a list of company personnel.  Is there a way to automate or import this list, add to HubSpot any new employees that are in the list but not in HubSpot, and remove anyone as a HubSpot user that is not on the list.     Also in the settings page, is there a way to sort the list of users by last name?  For example, it would be nice like in Contacts>Contacts to add a column such as last name in order to sort the users. I have to always adjust my file to sort by first name.   ... Exibir mais

After I turned off all the permissions of a user, they still can see marketing tools like chat flow and account setting. It is better if we can limit someone else permission to none of the Account Setting, Marketing, and Service Tools (not even the view option).   Companies that are working with third parties who are doing work for them, but are not full-on employees of the company that we'd like to keep segmented away from sensitive data?   They would like to restrict the contact information of each other in the portal.   This will give HubSpot and its partners to go into the industry that is working with Sales Agent (e.g. Insurance).   I think some CRM possess this kind of feature. ... Exibir mais