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esealpha
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esealpha on Abril 24, 2024
Viewing users HubSpot plugin usage
I am aware of the ability to see whether or not a user has connected their email to HubSpot. But Support has confirmed that I cannot tell if they have enabled the HubSpot plugin. Essentially, they are tasking me with going to each user's device to v Leia mais
Responder Idéia Users & Teams & Permissions
0 avaliações positivas
0 Respostas
esealpha on Março 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Leia mais
Responder Discussão Enterprise
0 avaliações positivas
4 Respostas
esealpha
Colaborador(a)
Março 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Leia mais
JMayhew6 on Janeiro 23, 2024
Addressing Extra and Main Team member limitations
I want to suggust to the HS product team that you address some of the limitations to Team membership. I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they canno Leia mais
Responder Idéia Users & Teams & Permissions
7 avaliações positivas
2 Respostas
esealpha
Colaborador(a)
Março 11, 2024
I'm entirely in agreement. I just tried to assign a custom sidebar to a Team I created with members from several other teams. Unfortunately, that mak...Leia mais
esealpha on Março 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Leia mais
Responder Discussão Enterprise
0 avaliações positivas
4 Respostas
esealpha
Colaborador(a)
Março 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Leia mais
esealpha on Março 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Leia mais
Responder Discussão Enterprise
0 avaliações positivas
4 Respostas
esealpha
Colaborador(a)
Março 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Leia mais
Solucionado
esealpha on Fevereiro 26, 2024
Workflow for Task assignment and followup
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
Responder Discussão Enterprise
0 avaliações positivas
4 Respostas
esealpha
Colaborador(a)
Fevereiro 27, 2024
Thats the plan.
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