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howardmarxb
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Membre depuis ‎mars 22, 2018
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howardmarxb le Février 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 Lire la suite
Répondre Discussion CRM
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howardmarxb
Participant
Février 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 ...Lire la suite
howardmarxb le Février 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 Lire la suite
Répondre Discussion CRM
0 Mention J'aime
2 Réponses
howardmarxb
Participant
Février 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 ...Lire la suite
Résolues
howardmarxb le Janvier 11, 2024
Contacts with multiple companies
How can I view the contacts which have multiple companies associated?
Répondre Discussion CRM
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2 Réponses
howardmarxb
Participant
Janvier 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...Lire la suite
Résolues
howardmarxb le Janvier 11, 2024
Contacts with multiple companies
How can I view the contacts which have multiple companies associated?
Répondre Discussion CRM
0 Mention J'aime
2 Réponses
howardmarxb
Participant
Janvier 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...Lire la suite
Résolues
howardmarxb le Septembre 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!
Répondre Discussion Free
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3 Réponses
howardmarxb
Participant
Septembre 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...Lire la suite
Résolues
howardmarxb le Septembre 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!
Répondre Discussion Free
0 Mention J'aime
3 Réponses
howardmarxb
Participant
Septembre 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...Lire la suite
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