クリエイティブな才能を開花させよう

After adding an Activities Card to the Middle Column for Company Record Customisation, all upcoming tasks are shown in reverse-chronlogical order. In the current view, the last Tasks are shown first. ...その他を表示

im new to Hubspot and realized when i was creating a task, within a deal, that later when the task came up, when i selected it, it was opening the customer page, not the task.  this is ok if i only had one deal with them but this is not always the case.   the help desk told me the default is the company however i can deselect the company from the associates in the task.  to me, that is too many steps.   in my opinion, the task should open within the field it was created ie, customer, company, task, etc....   theres a reason i'm creating the task within the deal.  because its the deal i want to follow up on.     ...その他を表示

Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.    i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.  Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.  Similarly, we are locked to default properties with Deals, and all other objects.    Goal  We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:  - Choose properties to display in the Global Search Results view  - Choose order of columns that display  - Change length of column.   Different teams have different needs:    Use cases Different properties/columns to display for different teams  - Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.  - If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact  - If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.    Ability to edit length of columns  There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.    ...その他を表示

We have 3 email addresses connected to our Help Desk - one is default and the others are used for specific cases. However, HubSpot is showing them alphabetically when responding to a customer (i.e. every time we need to click and choose our default before ending the email). Can there be a way to choose what is the default sending address, and switch to others manually only when needed?  ...その他を表示

Currently there is no option to automatically have emails that are logged on a contact record automatically log onto the associated lead objects. Currently if an email is sent from a Contact record or inbox, the email will not be logged to the lead object. While the only way to get the email automatically associated, is to send from the sales workspace or lead view. This creates a problem for users who wish to use the 'Email count' property on the lead object to accurately show the number of emails sent to a lead. Especially since some users may be using the sales workspace, but some are not, or are sending from the contact record. Ideally, we would have the options in the Activities settings associations tab to add association rules to log to 'open leads' for emails logged on a Contact. Picture of the current settings, where a 'Associated Leads' option could go. ...その他を表示

We have teams working across multiple regions (e.g., UK and Australia) and use separate workflows by country. Currently, all workflow actions such as task creation use the portal’s global default time zone setting, which does not reflect the correct local time for regional teams. This results in confusion and workflow inefficiencies.   Request: Please add the ability to set the time zone individually for each workflow, so tasks, reminders, and other time-based actions are aligned with the specific team or region’s local time. This would greatly benefit international organizations and reduce manual adjustments and communication workarounds.   Business Impact: Aligns task due dates/times with local working hours Reduces confusion and missed deadlines Improves usability for global teams operating in different time zones Thank you for considering this improvement! ...その他を表示

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.     ...その他を表示

If you could develop a drag-and-drop customization of the sections on the Workspace > Prospecting page, you'd have a killer page. This has been a great addition to HubSpot, and our sales team now uses it as their primary page they work from. But the ability for us to add sections, remove sections, or drag them around as a customizable "dashboard" would be ideal.  Something similar to how you customize properties in the left hand side where you check the properties then drag them around would work well.  ...その他を表示

It would be great to be able to select multiple companies, not just one, in the Key/Strategic Account Monitoring (ABM) section. This would make it very easy to perform ABM at the group and subsidiary level. ...その他を表示