Las grandes mentes piensan igual

When looking at all leads it allows you to add coloums to see who the lead owner is and the date they were assigned. The issue is you cannot save that view so every day when you log in you have to create that view. Would be nice if it would allow you to save that or make it a global setting so everyone would not have to update it everyday.   In the picture below I added the date the lead was added and the owner. This is really important to see who is the lead on the account.     ... Mostrar más

Hi there,   I was reviewing the platform navigation menu and wanted to check if we have the flexibility to modify it.   Since certain features are used by specific teams, displaying all menu options might be redundant. It would be helpful if we could customise the menu to streamline the experience for different teams.  ... Mostrar más

Hello product team,   For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users to follow a naming convention for email names, landing page names, workflow names. Quickly this becomes a cat and mouse game where HubSpot have to constantly chase and remind users to name their assets correctly.   Why is this currently a bad user experience for users?   Naming conventions are usually documented outside of HubSpot, in a wiki, stored as a Google Doc or something similar along the same lines. Forcing them to interrupt what they're currently doing, look up a naming convention and then come back means that they're losing time. They also have to leave HubSpot momentarily. Even then, they might misunderstand the naming convention and type in an incorrect name.   Why is this currently a bad user experience for admins?   Incorrect naming means that list or workflow filters for Recent conversion might not work. It can also mean that reports become a mess, if these reports are pulling in asset names.   If admins have to look into this on a permanent basis, in portals where there are new assets every day, this takes time away from developing the HubSpot portal and generating more value for all users.   Here's what a solution could look like   To solve this, it would be great if there were tools to enforce a naming convention. Ideally, admins would specify what constitutes a correctly named asset and similar to the forms editor, arrange fields to their liking.   Here's a quick mockup of what this could look like when creating a new page.     The user could select from dropdowns which team they belong to, the language of the assets, the asset type, include a title and date. The system would then generate a title from this that cannot be further edited.   Admins should be able to specify the options for each dropdown, separators, order and field validation (e.g. max length for a title).   (In case this is eventually introduced, please consider to make this a feature that is at least included in all Professional and Enterprise subscriptions.)   I would love to see this for all assets in HubSpot: emails, workflows, lists, campaigns, imports, properties, files etc.   Thanks in advance for reviewing! ... Mostrar más

The new auto-formatting and validation feature for phone numbers is a step in the right direction.   However, the current integration seems to be missing the mark with regard to user experience. I was unable to find any articles or posts in the Help Center announcing the new auto-formatting feature. The only Knowlege Base article that pops up when searching "phone number validation" is a detailed breakdown of editing default contact properties, and then there is only a reference to the validation and formatting being applied "automatically by Hubspot based on the country code."   This feature is certainly a step in the right direction, but several improvements are needed to improve the user experience and make the feature more functional overall (noting that recent comments on an "old" idea thread are already being discussed here; skip to page 7).   Suggested improvements include:   Global Setting to Enable/Disable auto-formatting at the account level - currently, the feature is enabled by default with no disable setting available Global Setting to assign a default Country Code - currently, the Country Code must be selected manually for every new contact (see screenshot below) Bulk edit phone numbers to apply Country Code format & validation -- currently, only able to apply formatting & validation when editing one individual contact at a time OR when adding to new contacts manually added (not via web forms -- this is needed, too) Retain "number only" format for export and/or sync to other apps or integrations to remove non-number characters (parentheses, plus sign, spaces) Default behavior of phone number formatting & validation when creating a new contact:     There are likely other enhancements that other users, especially those not based in the US, would appreciate. ... Mostrar más

Hey dear Hubspot Team & Hubspot Community!   I am missing design options for cookie banners (images). Does this topic already exist? Cookie banners are super annoying but necessary and the design of the banners can make a difference as a first impression of the website and company. Therefore, I would be happy if I could insert an image (or images/icons via drag & drop) into a banner. (I don't want to use another system such as usercentrics) Thanks! Bye ... Mostrar más

There is no ability to list out all the records that you follow. Since you automatically follow contacts you own, you could filter by that to see the majority of what you follow, but there isn't currently a full list.     It would be helpful to have either a filter or a section under "Your Perferences" in Settings which will list the Deals, Contacts, Tickets, etc. that you follow. The ability to unfollow records directly from this list would also be helpful.   The goal here would be an easy and effective way to manage records that you follow to reduce uneeded notifications. ... Mostrar más

I would like to see a setting or update implemented where we can choose to have certain data properties overriden or not.   As of right now, when a contact filled out a form Hubspot will capture that data in properties within the contact record, but if the same contact fills out a form with the same properties but different answers, Hubspot will automatically override the previous data. This can muddy data and could potenially cause problems.  ... Mostrar más

It would be very helpful to create a manual for migration for existing customers who are currently on the conversations inbox + tickets, and who would like to move to the Help Desk environment next year.   Just a few questions which we would like answers to: how should we update workflows? how should we update APIs? how should we update reports? how would this migration / moving go overall? what other affect should we expect? ... Mostrar más

We would like to have the functionality to chose to lock a Deal that has been closed as Lost so that it cannot be reopened. Liked we have the option to choose to not allow other Deal stages to be skipped or to move backwards, could that option be made available for Closed Lost Deals ... Mostrar más