We use HS marketing and HS services, we are starting to get a lot of projects. Currently there is nothing in place to organize projects.  Would be great to create folders for projects so different teams can access their projects faster.  Or it least separate HS marketing from HS services.  ... View more

I would love it if others couldn't get in the emails and landing pages I'm currently editing. I too have been guilty on multiple occasions of getting in to edit something and a teammate is working on.   It can be frustrating when your changes stop saving. I'm grateful that at I at least get the warning. But if they got a warning first, indicating that someone is currently editing the email or landing page, it could prevent some of those hassles.   That way instead of me having to ask them to get out, they can ask me if I'm currently working on it. It would be a less frustrating interaction. ... View more

As a franchisor we provide multiple levels of service - to our admin staff, our Franchisees and our Customers. It would be helpful if we could create knowledge bases that served each of  them, but we are limited to one knowledge base per HubSpot account.    Currently our Customer Knowledge Base is on HubSpot and our (quite substantial) Franchisee knowledge Base is on Wix Answers. Our Admin Staff Knowledge Base doesn't exist yet but we are going to have to make a decision on how we host it soon. ... View more

In sequence there is no way to manually update the status of a contact.  We had a contact reply before we could send them a meeting invite.  The sequence was unable to update that contact from contact replied to email to contact booked a meeting.  Our reporting for this sequence will not be accurate.  It would be great to be able to update sequence fields as needed if for some reason the system is unable to do it automatically.  I have two test contacts including in this sequence that I wanted to delete off this entire sequence so they do not show up at all, but I have not found away to do that either.  Again this is why it would be great if you could develope a way to edit/update the fields manually when needed.  Hope you consider this idea as it would be benificial to the users such as my self. Thank you for your time,  Tammie ... View more

When I was a VP of sales, we did this report on a spreadsheet, % of likelihood X Deal Amount. The value wasn't in the standalone number, the value was in how that number was trending.  We would track by Month, Quarter and Year. If your quarterly forecast on the 1st day of each quarter averaged $1M and was going up 15% every quarter, and right now it's $500K, you have a problem coming.  Particularly important when business gets soft to see just how soft your pipeline is getting. A trend report by month, quarter and year triggered by the same day (1st of that period) and showing trend lines with the ability to get at the underlying data would be huge right now. ... View more

Since almost everyone is confined to their homes, it is very difficult to exclude employee views from pages view statistics tracked by Hubspot.   It is already possible to exclude IP addresses, but this poses several problems: - not everyone has a fixed IP - employees may need to change their connection - marketing staff has to list and then add every IPs to the exclude list   This problem was already present for companies employing teleworkers so it will continue to be an issue even with the end of the present COVID-19 situation.   It would be very convenient to be able to exclude users from the statistics based on a custom http header that would be sent with each request.   This header would be injected using a Firefox or Chrome extension on the domains that we would like to visit without contributing to the statistics: - Firefox https://addons.mozilla.org/fr/firefox/addon/modify-header-value/ - Chrome https://chrome.google.com/webstore/detail/modify-header-value-http/cbdibdfhahmknbkkojljfncpnhmacdek   Suggested name: - X-Hubspot-Exclude="*.kuzzle.io, blog.kuzzle.com"   This header would be processed by Hubspot, during a visit on one of the corresponding domains, the view statistics would not be updated. PS: the solution could also be cookie based ... View more

I've uncovered quite a major flaw in the workflows tool, which severely hinders the ability to create effectively functioning, always-on workflows for B2B companies with a global audience. If you want contacts to only receive emails on weekdays, and during work hours in their respective timezones, you have to restrict your pause steps to 7 days, or risk sending your contacts emails in the middle of the night! Given that you need the emails to be able to deliver emails 24/7 (it's always business hours somewhere!) during the week, but not on weekends, it's the setting of these executable windows for workflow actions where it all falls down... If a contact enters such a workflow at 4pm UK time on a Tuesday, receiving an email and going into a 5-day pause step before email 2, they will reach Sunday and wait for the sending window to open again - which in this case would have to be just after midnight on Monday morning, to account for contacts in different timezones. This would cause that contact to receive an email in the middle of the night! WE NEED the ability to allow contacts to enter the next step at the same time as they entered it, rather than having emails triggered as soon as the window opens. The current functionality only works if your audience is all in one timezone, and so you can set specific email windows such as 9am-4pm.  If you have a global audience, a set time window cannot be used. So... that only leaves us with two, quite undesirable options! - Set them to weekdays only, contacts begin dropping in naturally in their various timezones, and some pass through fine, but others reach the weekend, and as a result receive an email at a bizarre time on a Monday - Set all the pauses in the workflow to be a 7-day step, so the emails are guaranteed to be sent on a weekday AND at an appropriate time related to their location, but severely limiting the flexibility we have with pause steps in the process. It looks like the latter is the only option at this time. Please review this oversight, as it is severely limiting for all companies with a global audience! ... View more

It would be great to see additional functionality re owner rotation and lead allocation. Its extremely paining not being able to reassign a lead/deal automatically when someone is absent/off . Is there no way you can integrate the availability toggle as has been done in the conversation inbox being able to set availability and have the lead/deal reassign when someone switches to unavail?    ... View more

It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals.   Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap. ... View more