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BarbaraS
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Member since ‎Jan 12, 2018
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Barbara Sweeney

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Activity

Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
259 upvotes
73 Replies
BarbaraS
Participant
September 12, 2019
We agree - our complex solutions would require multiple approvers from across the organisation so this would be a feature we would love to have.
Arun_Opto22 on November 29, 2017
Permissions to Edit Sales Dashboard
I think there should be the ability to limit the permission to edit the Sales Dashboard. I've made the dashboard look like I want it to for my sales team...but individual salespeople have the ability to go in and modify it...but it is a "global" vi read more
Reply Idea Sales Reporting
27 upvotes
11 Replies
BarbaraS
Participant
June 25, 2019
Hello Support team - is there a time line on when the edit restriction for the dashboard will be in place? thank you.
Solved
BarbaraS on September 13, 2018
PandaDoc alternatives - anyone have suggestions?
Hello we are looking at PandaDoc and would like to assess it against competitor products. What other products would fellow HubSpot Users point us towards? Many thanks in advance -Barbara
Reply Discussion
0 upvote
1 Reply
Ian1099 on February 13, 2019
Prevent Users from Deleting Contacts
Currently the setting for users to edit contacts is an all or nothing deal. If you want your users to be able to edit a contact's phone number they also get permission to delete it. Would be awesome if you could remove a user's ability to delet read more
Reply Idea Account Settings Contacts & Companies
148 upvotes
57 Replies
BarbaraS
Participant
April 26, 2018
Totally agree that the ability to delete should be something that can be restricted at the user level. In searching through the community I found...read more
gorand on November 06, 2017
Export dashboard report data to CSV, XLS or XLSX format
Hi HubSpot team, When I tried to export data from Session Country report in Web Analytics Dashboard , I realized that data can be exported: just in PDF, PPTX or ZIP format just on dashboard level (it is not possible to export just one repo read more
Reply Idea Marketing Reporting
106 upvotes
40 Replies
BarbaraS
Participant
April 10, 2018
Yes please: we have scheduled reporting on weekly and monthly bases, and need the detail that CSV files can provide.
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