My company is using HubSpot to manage our inbox (in addition to other features) and I am having a lot of usability issues that I would love an update to correct. Here are my suggestions to improve functionality:
- Emails should close automatically after responding to a message. I specifically have trouble with this when within a deal record because you cannot close emails from this view so it remains in the inbox even after it is answered. Why can’t we close or assign emails from within a deal?
- Need a bulk assign option for emails to staff/salesperson.
- Why can’t we mark emails unread ???
- Why don’t email drafts exist??? Like **bleep** is this nonsense?
- Why is the email formatting different from Inbox to Deal view? Very confusing.
- When inserting templates within a deal, the template replaces all text already composed so if you only need part of a template you lose whatever you had been writing beforehand. However, in the inbox view, this doesn’t happen. Why is it set up differently?
- Can send emojis while in the Inbox view but not from within deals or tasks. Why? That’s dumb.
- MERGING EMAILS! When multiple emails pertain to a single deal there is no way to add those emails together and they don’t show up in deal once one is made. Is there a way to merge emails so that they show up in the same deal? I need attachments from serval messages to end up in the same deal without the trouble of downloading each one and uploading it to the deal. Adding the link to each email is a redundant task.
- Why is there no way to download all attachments at once from an email? When viewing all attachments and downloading the needed items, why is it emailed to me instead of just DOWNLOADED??? Why create extra steps in a process that could be direct? Download all, not email me the attachments to make more work and more clicking for me when it could just be done from the inbox like any other normal email inbox feature. This is annoying.
- Don’t you think HubSpot is smart enough to know that our company logo is not an attachment sent by a client? Then why does it get flagged as an attachment in the contact/deal? It gets in the way when going through sales records.
- Need to improve the search function. The search function is super limited, which makes it difficult to find emails based on keywords. For example, when looking for a specific email, there is no way to sort by date or alphabetically, it’s just random so it is almost impossible to find the correspondence you sent earlier this week.
- In some task views the “associated contacts” never shows the contact’s name. Why is this?
- Why is it so difficult to check if the workflow/sequence has issues? So much unnecessary clicking.
- Why can’t I see a contact’s other deals when I’m in one of their deals? It makes no sense…
- Is there a setting to display the notes in full within a deal? Our team misses a lot of crucial info because they think they’ve read the note in full within a deal but in reality, they can only see the top 2 sentences unless they click into it which is counter-intuitive. Clicking into each note is unnecessary, the default should be expanded with the option to close the dropdown and view less, but maybe that’s just me.
- When searching in deals, why am I NOT able to find deals using the contact name, even though its displayed on the list of deals? STUPID
- When creating new contacts, why does the “app number formatting” button not automatically add dashes where they should be for legibility? Seems pointless to pop open a window to type in if it’s not going to do basic formatting.
- Why does HubSpot allow us to attach files that are too big to send? There really should be a pop-up that tells you immediately if the file is too large.
- Is it possible to add a download button for embedded images?
- When in any view other than inbox, there’s no way to see who an email is assigned to or reassign the email to another staff member. This complicates follow-up for staff and client. We should be able to assign an email to someone regardless what view we are in.
- Why do emails sent from my account to my account get marked as spam? Our inventory system CCs us on client correspondence and it all goes missing for our inbox.
- Why do all the “You’ve been booked” emails from HubSpot get marked as spam in HubSpot? I asked support about this, they don’t know why…