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agperson
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Membre depuis ‎août 10, 2018
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  • Mentions J'aime ajoutées
    30
  • Mentions J'aime obtenues
    9
  • Idées
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Activité

Jeffrey_U le Mars 27, 2017
Better User Management
It would be very nice to have a much better user management. With more options for rights and permissions.
Répondre Idée Account Settings
46 Mentions J'aime
49 Réponses
agperson
Participant
Octobre 07, 2019
Navigation/areas - Hide entirely, e.g. do not show Conversations for users with no access. Anything that you go to only to get a permission error s...Lire la suite
jeremypyles le Octobre 17, 2017
Need some kind of permissions to see Dashboard or hide from certain users
Any Hubspot CRM (Sales) user can see all dashboards! YIKES. It is scary to me that any CRM user can view anyone else's dashboard in Hubspot Sales. This has huge privacy issues with lower-level users being able to see my Dashboard and all sales Lire la suite
Répondre Idée
81 Mentions J'aime
49 Réponses
agperson
Participant
Octobre 07, 2019
Please, please take some time to focus on permissions across the entire CRM. This is a key differentiated comared to every other CRM I've used -- in...Lire la suite
Arun_Opto22 le Novembre 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 Lire la suite
Répondre Idée Sales Reporting
27 Mentions J'aime
11 Réponses
agperson
Participant
Octobre 07, 2019
We setup a sales dashboard used by a couple dozen sales reps. Occassionally one person changes it and it affects everyone! There must be some way t...Lire la suite
Mr_E le Octobre 18, 2017
Admin login as other user
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
Répondre Idée Account Settings
190 Mentions J'aime
84 Réponses
agperson
Participant
Février 01, 2019
I have been training users all this week, and it is very laborious and wasteful to have to spend so much time with them showing them how to setup the...Lire la suite
commonevolution le Octobre 24, 2018
Form submission creates Conversation
There is currently no connection between form collection and Conversation Inbox. Massive design oversight on their part. I have multiple websites with embedded contact forms as entry points into my sales and marketing teams. Now my form submissi Lire la suite
Répondre Idée Conversations Forms
23 Mentions J'aime
27 Réponses
agperson
Participant
Février 01, 2019
This is very confusing for our support team. Chats and emails go to one place, forms are handled a completely different way. It would be very helpf...Lire la suite
JennTheone le Juin 28, 2017
Integrate Google Maps and Hubspot
It's simple! If we could see where our companies and contacts were with one single image (map), then we wouldn't have to filter our companies or contacts, creating different lists. Our executives fly all over for speaking, conferences, and live clas Lire la suite
Répondre Idée Integrations
121 Mentions J'aime
65 Réponses
agperson
Participant
Décembre 06, 2018
@Dan1 Your maps add-on looks great. I tried to add it to my account but the map shows up blank with no customers or opportunities. Any idea what ...Lire la suite
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