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ShanB
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Member since ‎Jul 29, 2020
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Shannon Bacchi

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Activity

negan123 on April 04, 2024
Add ability to change default business unit
We have been informed by HubSpot there is no way to select a user's default Business Unit preference. Can you please add this feature urgently? It's very frustrating to have to change it multiple times a day to use HubSpot as I do now. When I log i read more
Reply Idea Account Settings
30 upvotes
9 Replies
ShanB
Member
June 26, 2024
Yes, being able to assign users to business units, and setting a default business unit for users is essential to our company using business units eff...read more
cchacon on April 19, 2022
Edit Business units in payment links
We are a business group with several business units on our account, different businesses for marketing and business development. We want to be able to change the business unit when creating payment links so that it doesn't just default to the primar read more
Reply Idea Products and Quotes
12 upvotes
6 Replies
ShanB
Member
May 14, 2024
Upvote, this limitation makes the payment links useless for half of our entire business. Getting less value in business units than our previous accou...read more
tom569039875678 on September 23, 2020
Allow users to be 'primary team member' of more than one team
Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more
Reply Idea Users & Teams & Permissions
215 upvotes
66 Replies
ShanB
Member
March 12, 2024
Upvoting
austinpostler on August 05, 2020
Duplicate Phone Numbers
We run an inbound sales system and struggle with duplicate leads. On occasion, our clients will create multiple accounts in our system. HubSpot does a great job of filtering by email to eliminate duplicate contacts, however, in some instances the read more
Reply Idea Workflows
23 upvotes
7 Replies
ShanB
Member
December 07, 2023
This was a default feature in our previous CRM so was surprised HubSpot didn't have this functionality. We often encounter issues with duplicate rec...read more
tom569039875678 on September 23, 2020
Allow users to be 'primary team member' of more than one team
Currently, a user can be a 'primary' member of only one team. The user can be added to other teams as an 'additional team member', but many team features are unavailable to these 'additional' users (see list of restrictions below). This is probl read more
Reply Idea Users & Teams & Permissions
215 upvotes
66 Replies
ShanB
Member
March 12, 2024
Upvoting
tonyriyash on July 23, 2019
Add associations while logging call from the mobile app
How about having the option of choosing the association i.e deal that this call was made in regard to, once the "log a call" page layout appears in the mobile app? There can be multiple deals associated with the same contact and associating the cal read more
Reply Idea Calling Mobile Applications
43 upvotes
20 Replies
ShanB
Member
September 01, 2020
Agreed, with website version automatically assigning activity to an open deal, it is clearly a worthwhile feature, so to not have this happen within ...read more
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