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I would simply like a way to report on who and when someone created a deal. I would like to see a graph or chart that can be refined by month, deal type, and deal creator. This would make reporting and managing the progress of business development reps astronomically easier. PLEASE ADD THIS ... Afficher plus

Fairly simple, I would like for the CRM to randomly select an agent when a deal is created. As far as I can tell there is no way to do that. I know I can automate the deal stage to assign an owner but it only allows me to select one person.     ... Afficher plus

Hi,   (Allow to) Send more than one DOI (Double Opt In) Email Think about this case: A user submit a form and recieves an DOI Mai. He does NOT confirm the email in this case. Later, he visits our website again and fills out another (or the same) form AGAIN. What happens? Nothing, because he had not confirmed the first opt in mail before. But maybe heinterested in confirming his mail now, because he has other intentions to submit the form. We lost this user and potential client forever.   So it should be possible to (automatically) send more than one DOI Mail (e.g. after a period of time or if the user fills out another form).   Opt In Reminder Mails A user recieved an Opt In Mail and did not confirm his identity - e.g. because he forgot it or does not find the time to confirm). From our perspective it make sense to send him a (final and unique) SECOND DOI MAIL after a period of time. I think this DOI Email Reminder will increase our Opt In Rate elementary.  Using an email workflow is not possible, because the user did not give us permission to send him marketing emails.    Both features seem to be gdpr conform and could work within the EU.   ... Afficher plus

As a Super Admin, I would like to have access to switch users from available to away, in chat, in case they forget or are terminated.   ... Afficher plus

Haven't seen this setting - if it exists, feel free to jump in!   As a super admin - I would like the ability to log-in as or impersonate other users. This would allow me to diagnose issues and ensure settings are correct more easily.   For example - changing the bcc email address for one user - I could log into the others accounts and change that for all rather than 1) having all their passwords 2) going over to their computers to change it for them or 3) relying on them to change it themselves.   Our CMS has this feature and our CRM (Sugar CRM) has this feature and it is very useful. ... Afficher plus

In relation to GDPR we need to ensure that our data is protected the best possible way, and the Hubspot setup right now is that each individual user needs to turn it on.  I'm suggesting an option for the Admin to turn it on for all users, so that they're forced to have it, just like we have in Salesforce.  ... Afficher plus

We love the way you can add custom properties to contacts, companies and deals. I would love to see the same functionality for product attributes (fields associated with Products in the product catalog).   A subset of this would be the ability to import serial numbers of physical products and associate them with a product in the product category representing stock. Wenn adding products to a deal, one could then pick the corresponding serial number and hubspot would make sure, that each serial number could only be used once. That would allow us to connect hubspot deals with our physical stock. ... Afficher plus

Google Analytics has a feature called annotations which allow you to mark a specific date in your reports as the date when a particular change was made. This feature does not exist in HubSpot.   Example Use Case: Today I excluded our internal IP address and enabled Bot Filtering on our web traffic reports. Tomorrow and beyond, unless I wrote it down on a sticky note, I will have no way of knowing from the report when or what changed. ... Afficher plus

Many other CRMs and marketing platforms include HIPAA compliance capabilities, including: Salesforce Dynamics Infusionsoft Constant Contact (!) CallRail HubSpot is vulnerable to missing out on vast amounts of the healthcare space if they don't build out their HIPAA compliance capabilities. This is a very important need! ... Afficher plus