Do not allow non-admin users to access and view other users within the Portal.
If a user does not have the permission allowed for Account Access - they should not be able to view User and Team information!
For portals where we are suppor read more
I'd like to be able to add team members to a meeting link and turn OFF the option to check availability. That would eliminate the need to manually add them to meeting invites to attend if they can, but avoid making so many time slots unavailable in read more
There are properties that are common to several Objects. Example: City which is in Contacts, Companies and Tickets.
Today, when adding a new city in the dropdown, it is necessary to do it manually in each property. There should be a way to improv read more
Pessoal, gostaria de entender se alguém já criou e, se sim, como funciona um Pipeline de Prospecção no HubSpot para a sua operação. Para maior contexto, o pipeline em questão seria o de pré-vendas, onde a pessoa (SDR) qualifica os leads e enviam pa read more
In tryind to reassign company records associated with deactivated users in the CRM, I found that there was no way to filter by deactivated user name. Adding this feature would make it much easier to perform administrative tasks. Perhaps this shoul read more
My customer needs to restrict some users from merging deals based on their role. It is necessary to implement more customizable permissions in HubSpot, as the only way to achieve this is by setting the edit permissions as None, which is not the des read more
Currently, when creating a record (deal, contact, ticket, company) it is possible to set up which fields appear when users manually create contacts , companies , deals , tickets, and custom objects in HubSpot. How read more
My customer wants to keep a report to analyze the creation date of line items inside the deals instead of displaying the creation date as a sub product in the Product library. Right now, there is not a workaround for this and they do need to fet read more
With regular forms, customers have an option to set contacts filling out that form as marketing contacts . Survey forms, do not have such a setting and my customer got some contacts that were set as "marketing contacts" due to a feedback survey read more
As an admin, currently it is not possible to restrict permissions so that only specific users are able to create object views (e.g. contacts > contacts > add view). Without this capability, the CRM users can create duplicated views read more
Pedindo ajuda às equipes de Sucesso e Suporte
Olá comunidade HubSpot! Tudo bem? Eu sou Paola Navarrete, Especialista de suporte técnico e no vídeo de hoje vamos entender um pouco mais sobre os tipos de acompanhamento que oferece read more