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howardmarxb
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Mitglied seit ‎Mär 22, 2018
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howardmarxb on Februar 21, 2024
User restrictions
On an account which already has restrictive access to only view contacts and companies (e.g., no edit or delete), how can I restrict HubSpot not to add a contact when the user sends an email via Hubspot? How do I restrict any contact or company Beitrag ansehen
Antworten Diskussion CRM
0 Likes
2 Antworten
howardmarxb
Teilnehmer/-in
Februar 21, 2024
Hi Tom, I am the Super Admin and have several accounts on our account for which I manage. If I have already restrictted the user to only have view ...Beitrag ansehen
howardmarxb on Februar 21, 2024
User restrictions
On an account which already has restrictive access to only view contacts and companies (e.g., no edit or delete), how can I restrict HubSpot not to add a contact when the user sends an email via Hubspot? How do I restrict any contact or company Beitrag ansehen
Antworten Diskussion CRM
0 Likes
2 Antworten
howardmarxb
Teilnehmer/-in
Februar 21, 2024
Hi Tom, I am the Super Admin and have several accounts on our account for which I manage. If I have already restrictted the user to only have view ...Beitrag ansehen
Gelöst
howardmarxb on Januar 11, 2024
Contacts with multiple companies
How can I view the contacts which have multiple companies associated?
Antworten Diskussion CRM
0 Likes
2 Antworten
howardmarxb
Teilnehmer/-in
Januar 11, 2024
Hi Karsten, We are testing HubSpot and we are able to associate various companies to a contact. I guess we will have to download the csv file to ver...Beitrag ansehen
Gelöst
howardmarxb on Januar 11, 2024
Contacts with multiple companies
How can I view the contacts which have multiple companies associated?
Antworten Diskussion CRM
0 Likes
2 Antworten
howardmarxb
Teilnehmer/-in
Januar 11, 2024
Hi Karsten, We are testing HubSpot and we are able to associate various companies to a contact. I guess we will have to download the csv file to ver...Beitrag ansehen
Gelöst
howardmarxb on September 12, 2023
Super Admin permissions failed
We have given Super Admin permission to a user to configure and access the Private Keys but the system continues to deny the user and request permission even though he is a Super Admin. What suggestion do you have? Thanks!
Antworten Diskussion Free
0 Likes
3 Antworten
howardmarxb
Teilnehmer/-in
September 12, 2023
Hi Frank, Thanks for your reply. Yes, we have already created a Private Key for the account but we are still having the issue. The companies are...Beitrag ansehen
Gelöst
howardmarxb on September 12, 2023
Super Admin permissions failed
We have given Super Admin permission to a user to configure and access the Private Keys but the system continues to deny the user and request permission even though he is a Super Admin. What suggestion do you have? Thanks!
Antworten Diskussion Free
0 Likes
3 Antworten
howardmarxb
Teilnehmer/-in
September 12, 2023
Hi Frank, Thanks for your reply. Yes, we have already created a Private Key for the account but we are still having the issue. The companies are...Beitrag ansehen
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