Allowing for an additional feature that would allow users to store PII. We are in the financial services sector and using hubspot as as CRM is limited due to the fact we cannot store common information that we need such as our clients account number read more
We have many scripts and calls that can have a number of outcomes. I would like to be able to click on the appropriate scenario during the call to take me to the next playbook that follows my script. Otherwise I feel like the playbook is lengthy.
Currently if a user has access to edit one contact's property, they have access to edit all contact properties.
We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more