クリエイティブな才能を開花させよう

This feature is for Admins and DB Admins.   When updated DB information and assignments, confusion can be created when notifications are sent of reassignments, etc.    To limit this, the ability to turn off assignment notifications for a short time either: - Off - limited, meaning they off and automatically come back on in 4 hours. - timed, off for a set number of hours up to 24 hours.    Other CRM, Sales Systems allow for notifications to be turned off for a limited time and when used this assist in moving companies, contacts and eliminating questions/confusion.  ...その他を表示

I am lucky enough to work in an environment where my task list is not necessarily appointments that take place at a particular time for the most part.  They are tasks to be tackled sometime during that working day.    However, on the occasion that I am out sick or need to schedule a day off I have to "manually" move each task to another day???   Would be nice if there was a way to select ALL TASKS for that  one day or a portion of all the tasks for that day and move them to another date ...その他を表示

Currently the Default Home Page under personal preferences ONLY works if you click on the sprocket. I would like to suggest that upon login it goes straight to the page selected bypassing the Dashboard if desired.  ...その他を表示

En el apartado de empresas y contactos, en la propiedad de “Propietario” (ya sea de empresa o contacto), sería interesante que solo residan las opciones de algunos usuarios, para que no apareciesen por ejemplo los superadministradores. ...その他を表示

Hello! It would be good to make user password deprecation functionality with deprecation period settings available for Hubspot super admin account data protection configuration options. ...その他を表示

We are trying out several integrations. It would be great if there is a way to duplicate the entire account and use that as a "Test Account" to test out 3rd party integrations to avoid messing up the data in the actual account. ...その他を表示

We use a number of Sales Pipelines. The settings for Deals affect all of your pipelines. For example, we use  "Sync lifecycle stages to associated contacts and companies" which automatically turns a company to Customer after a deal is Won. This doesn't make sense for all of our pipelines, but we are unable to make toggle this setting without having it change for every pipeline in our database. We have pipelines for small, one-off sales, but these Customers are ultimately still a Prospect in our overall organization. ...その他を表示

When looking at Import/Export there is no option or information about how to export the data, so all you see is import. It would be helpful if there was a link to the help article (https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets) about how to do exports.  It would be even better if there was a way to export in Hubspot format so we can combine or change Hubspot accounts without needed to go to Excel of CSV. ...その他を表示

In the permissions you are able to make it so someone can not export contacts and other records, but in the marketing side you are not able to control this.   Due to privacy of information we need the ability for this feature to be turned off as well. If you select it on the persmissions screen it should carry over to all portals.   ...その他を表示