Great minds think alike

by removing the little "x" on each activity it makes it virtually impossible to easily see the most important activities  I need tracked.    And your system tracks my internal communications to my colleagues - so once a question/issue is resolved I need to remove that from the activity feed and see other e mail responses ...read more

Who: Service Hub - Support tickets What is the goal?:  To be alerted of important information before proceeding with a service. Added Value:  Alert stakeholders of busniess critical infomation   The Idea: We need warning messages to pop-up when creating tickets to warn the person working on the ticket of pertinent information.  This could be things like, "Attention: This client is delinquent. Please require payment before proceeding!" or "This client has a balance that can be applied to their bill."  or "This client does not have a subscription. All Support work is to be billable."    If we can’t have a pop-up, then a pinned message within each ticket for that client would show up at the top of that ticket where we could see it.    This pop-up or pinned message can be set to expire at a certain time, appear in certain places, always appear, etc.   ...read more

I hope this message finds you well. I am an avid user of HubSpot, and I have a suggestion that I believe could significantly improve the user experience, particularly for team managers who are responsible for monitoring the performance of their teams.   Feature Suggestion: Centralized Team Reporting   Problem Statement: Currently, managing and tracking the performance of individual team members in HubSpot can be a bit time-consuming, as managers need to navigate through multiple sections to gather relevant data. This process could be streamlined for efficiency.   Suggested Solution: Introduce a centralized Team Reporting Dashboard that allows managers to access comprehensive performance metrics of their team members in one place. Specifically, this feature would include the ability to assign a manager to view and analyze the reports of their team easily.   Key Features:   Provide a customizable dashboard where managers can choose and arrange the specific metrics they want to see for each team member, such as deals closed, emails sent, appointments scheduled, etc. Implement granular user permissions to ensure that only authorized managers can access the Team Reporting Dashboard for their respective teams. Allow managers to filter data based on specific time frames (daily, weekly, monthly) to track both short-term and long-term performance trends. Ensure that the Team Reporting Dashboard is mobile-responsive, enabling managers to access important metrics on the go. How It Works: Managers should be able to easily assign themselves as the designated manager for each team member within the HubSpot interface. Once assigned, the manager can access the Team Reporting Dashboard to view real-time and historical performance metrics for each team member. I believe that the introduction of a centralized Team Reporting Dashboard aligns with HubSpot's commitment to providing a user-friendly and efficient platform. This feature would undoubtedly contribute to the overall satisfaction of HubSpot users, especially those in managerial roles.   Thank you for considering my suggestion. I look forward to the continuous improvement of HubSpot's capabilities. ...read more

We have a few different types of notes that we take (1:1 meeting notes, coalition notes, personal information, and a pinned 'follow up on next meeting' type of note).    It would be great to be able to tag and filter each of these note types.  ...read more

There should be more options to a task than "completed" or "not started". If we can allow sales reps to adjust and update the task status then it gives us more oversight.   Would this be possible? ...read more

This seems like a feature that should exist in any CRM as it provides alot of value to Management/Admins. A centralized feed that shows notes, calls, emails, tickets and tasks in real time, so we can effectively manage & monitor Sales & Service user's daily activity. Can HubSpot add this valuable feature to the CRM since all of this data already exists? Many other CRM's have Daily Activity Feeds, why does Hubspot hide the data so that we have to navigate specifics, rahter than view a live feed that acts like a timeline. Hope someone has some insight! ...read more

It would be great to associate Activities with Custom Objects. For example, if we send an email to a contact associated with a custom object - we aren't able to view within a custom object which emails have been sent to individuals associated with the project. We can do this for Standard Objects. It would be incredibly helpful to do this with custom objects. ...read more

Currently, there is no way to automate a bulk association to link contact activities to the company they are associated to. By having contact activity stored in the company activity, you will be able to see what the current status of the company is without having to go into each associated contact.  ...read more

At the moment I can pin a note to the contact and associate it with the deal and company. I want to be able to pin that note on all the associations as well, we have multiple sales teams so would make it easy to at a glance see what is going on. ...read more