Great minds think alike

My client, a large enterprise with a substantial contact base of over 300,000, is currently facing a critical issue. I've spent a significant amount of time today manually building a list to locate all contacts owned by deactivated users. This is a pressing matter that needs immediate attention to get these contacts back on Sales' radar.   Due to the business's size, there are dozens and dozens of deactivated users. When I add another person to the list, it automatically regenerates the preview. The list is quite long so the UI is grinding to a halt and bringing Chrome to its knees.   If I save the list, I have to start over selecting users. The window that shows users is too short...it only shows a few people at a time. And each time I hit 'load more' I only get a handful added to the list. This is tedious.   We need a way to build a list only after all criteria are added and not be forced to wait on these immediate previews.   We also need a user management screen that shows: Users by active/deactivated status Number of contacts assigned to each user currently A system alert that notifies the admin(s) that this condition has occurred and to resolve it asap Having a way to reassign contacts with a workflow or other automation method from a deactivated user to an active one would be extremely useful.   This is painful right now. ...read more

Problem - Today we cannot mass update extra teams for multiple Hubspot users.     Solution - When you select users using 'advanced filters' & select 'more' - it would be great to be able to mass update users 'extra teams' ...read more

At the moment, all users who have the permissions to edit and publish a page can also delete it:     Similar to workflows, it would be great to have the additional option of deletion permissions:     Without this additional permissions, admins have to always live in fear that landing pages are deleting without them finding out about it.   Not all users who delete a landing page necessarily think about required follow-up actions - like setting up a redirect. And even if they do, they shouldn't necessarily have the permissions to set up redirects indiscriminately.   Landing page deletion permissions would add another level of control in big organizations and help admins avoid catastrophes. ...read more

Hi there,    As the HubSpot admin within the company, I am interested in receiving notifications regarding any errors related to users' connected accounts, such as email or calendar disconnections, calendar sync errors, and so forth which I believe this feature has the potential to streamline our administrative operations.   Thank you! ...read more

I would really like to be able to pick what Super Admins can approve marketing emails and who can't. We have several Super Admins that are not in the marketing department and its frustrating they are getting 38 different emails to approve each time a school is sending something out. It also causes confusion on who should be approving what for the people who should be looking at those emails.  I would love to be able to say these three admins are able to approve marketing emails and these that have this contact owner handles these, these contact owners are handled by super admin 2, etc.  ...read more

Currently, "Create and Share" are grouped together into one permission. I would like to enable my users to have the ability to create Dashboards for themselves (or their team) but I do not want them to have the ability to share a Dashboard globally with everyone. What I have found is that users do not pay attention to the access setting on Dashboards they create which results in many Dashboards being shared with "everyone", which in turn leads to a ton of clutter. Users are then not able to easily identify which Dashboards are important and Admins are stuck to either manually policing it (takes a lot of work) OR not giving users access to create Dashboards.  ...read more

HubSpot currently does not allow SuperAdmins to edit certain HubSpot specific properties like 'Became a Customer Date' aren't able to be edited.   We need the ability to adjust some of these properties because sometimes they may be updated incorrectly and need to be changed after the fact.   A recent example was we had a two records that had different Became a Customer Dates. When merged, it defaults to updating the most recent value, however for our purposes, we wanted to update it to the previous value and are unable to do so.   We can currently edit all custom HubSpot properties, expanding that list would be beneficial for all.     ...read more

I know I can edit my conversations based on availability status to assign them only to available team members, but it would be great to have the same flexibility with assigning new contact owners as well. This way, new contacts coming into the CRM will only be assigned to available team members. ...read more

When setting property access, being able to implement a hierarchical team structure where a main team encompasses multiple sub-teams. This structure allows for streamlined permission management. Instead of assigning access rights individually to each sub-team, you can assign permissions to the main team, and these permissions will be  automatically inherited to all nested sub-teams. ...read more