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Cbshipley
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Member since ‎Aug 28, 2021
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Chandler Shipley

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CRiley on March 29, 2021
Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams. This would give more flexibility to custom fields, and hide team specific read more
Member
July 22, 2022
Hi, Here : https://knowledge.hubspot.com/crm-setup/restrict-view-access-for-properties?utm_medium=email&_hsmi=60491770&_hsenc=p2ANqtz--9Yfi...read more
Cbshipley on October 27, 2021
Right now the Zoom integration for CI pulls over ALL zoom cloud recordings on the account -- not just the webinars and recorded meetings for sales reps. This is problematic because an executive's recorded meeting, potentially containing sensiti read more
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mdunham on November 10, 2020
Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer read more
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Member
September 07, 2022
Same to our use Case. We urgently need this feature to prevent reps going back in and making changes to the deal which skews data. This is key for o...read more
Cbshipley on September 01, 2021
We have created a custom quote template that has legal lnaguage and calculations automated. The standard HS quote templates are still accessible by sales reps and we need them removed / hidden.
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