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mcnest
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Member since ‎Feb 2, 2019
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  • Upvotes Given
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Activity

CScavone on January 18, 2022
Offer Encryption to Allow for PII Storage
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
Reply Idea Properties
28 upvotes
16 Replies
mcnest
Participant
January 18, 2022
This is a major competitive disadvantage to Salesforce
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
21 upvotes
40 Replies
mcnest
Participant
January 12, 2021
Agree, any updates? this seems like a small but super important update. Any enterprise-grade platform would require the need to prevent users from de...read more
kreiner2006 on September 04, 2019
Link Playbooks
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.
Reply Idea Tasks
17 upvotes
3 Replies
mcnest
Participant
October 21, 2020
We would also love this. It would be great to have a "choose you own adventure" setup. With if/then branches and jumps to other playbooks. This would...read more
Solved
DanielK on July 12, 2018
Is there a way to prevent my sales reps from deleting notes and activities?
Hi Community, Can anyone tell me if there is there a way to prevent my sales reps from deleting notes and activities? Thanks!
Reply Discussion
21 upvotes
40 Replies
mcnest
Participant
January 12, 2021
Agree, any updates? this seems like a small but super important update. Any enterprise-grade platform would require the need to prevent users from de...read more
MG on May 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
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
Reply Idea Account Settings
296 upvotes
105 Replies
mcnest
Participant
February 02, 2019
agree
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