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RobCarroll
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Member since ‎Mar 4, 2022
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Rob Carroll

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cullenwebster on October 11, 2021
Business Units - Permissions & Roles
Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they su read more
Reply Idea Users & Teams & Permissions
83 upvotes
13 Replies
RobCarroll
Member
December 16, 2022
We have external agencies working on certain brands and we do not want to give permission for them to access other business units as they should not ...read more
dvlachos on May 14, 2021
Brand Colors for Hubspot reporting and dashboards
I often pull data straight from Hubspot for executive presetnations. What would make this even easier, is if I could load my color pallet into Hubspot and use it for reports and dashboards, etc... I think the ability to say load a microsoft th read more
Reply Idea Dashboards & Reports
81 upvotes
21 Replies
RobCarroll
Member
June 24, 2022
+1000 Also, customisable colours thay remain consistant across sources. At the moment each chart has different colours on every channel if you ad...read more
JJones9 on June 03, 2021
Allow exchange rates or local currency equivalents to be amended retrospectively for closed deals
This feature would allow for dashboard revenue reporting in HubSpot to reconcile to other financial systems, and ensure that the reporting is accurate. Currently the rates have to be manually updated every day, and unless the dels are closed in Hub read more
Reply Idea Account Settings
15 upvotes
9 Replies
RobCarroll
Member
June 21, 2022
Hi, I have just inherited a Hubspot system where all retrospective deals have been pulled in from Salesforce and had the wrong (reverse) exchange...read more
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