Profile

dave
Participant
Member since ‎Apr 20, 2017
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    4
  • Upvotes Received
    3
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

This user hasn't created a bio yet. Edit your own profile here!

Activity

jeremypyles on October 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 read more
Reply Idea
81 upvotes
49 Replies
dave
Participant
October 10, 2019
Why is this still not an option????
jeremypyles on October 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 read more
Reply Idea
81 upvotes
49 Replies
dave
Participant
October 10, 2019
Why is this still not an option????
CCasemore on August 17, 2017
Allow the use of relative dates in workflow/smart list criteria
HubSpot Marketing currently only allows smart lists and workflows to use Deal date fields as absolute values (eg. August 17, 2017). This makes it very difficult to create smart lists and workflows based on aging deals or moving time ranges. The read more
Reply Idea Deals Lists Workflows
145 upvotes
41 Replies
dave
Participant
December 13, 2018
This is very important for sales follow up to not fall through the cracks. If we have a variable time then it can be set to specific intervals. ie. a...read more
SCastro on August 03, 2017
Dashboard Team/User Visability Options
The ability to share specific dashboards with specific teams or users. As any company, we have access rights to information as well as programs. Currently, anyone in the company can see all shared dashboards, unless I keep them private, or I would read more
Reply Idea Account Settings
31 upvotes
12 Replies
dave
Participant
August 09, 2018
Are we getting anywhere with this?
RyanBarbour on June 29, 2017
Dashboards Private for User Teams
It would be great if there was a way to make Dashboards private for users of a specific team. We have many different teams and we would like it if only users of a specific team could view a dashboard.
Reply Idea Marketing Reporting Sales Reporting
62 upvotes
23 Replies
dave
Participant
August 09, 2018
YES yes yes. When is this happening? We need to have the option to either block the dashboard or block specific reports.
jeremypyles on October 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 read more
Reply Idea
81 upvotes
49 Replies
dave
Participant
October 10, 2019
Why is this still not an option????
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.