Gute Ideen sollten geteilt werden

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! ... Mehr anzeigen

I would like to be able to reorder the fields and associations displayed when previewing a record. Ideally, we could edit which fields we want showing but even just being able to reorder the categories would be great. For example, we always want to check what deals are associated with a contact record (and vice-versa) but the associated deals section is buried at the bottom of the preview tab. ... Mehr anzeigen

Currently the setting for users to edit contacts is an all or nothing deal. If you want your users to be able to edit a contact's phone number they also get permission to delete it.    Would be awesome if you could remove a user's ability to delete a contact but still allow them to edit basic info like phone number, address, etc.  ... Mehr anzeigen

I noticed HubSpot recently introduced Teams. It would be really nice if you could create different default property views based on team membership.    For example when Team A visits a contact profile, they might only need to see HubSpot Owner and Lead Status, where Team B might need to see a totally different set of properties.    It's a pain to tell each person to individually customize their views.  ... Mehr anzeigen

I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact).    With anyone being able to create a record, we deal with duplicates, false information, and skewed data.   When we control the record creation, we can be sure our data is clean and accurate.   As businesses grow and have more and more sales, service or marketing reps, it seems unlikely every single user would be responsible for creating records, or should even be able to create records.   Surprised there is no setting for this in roles and permissions, but would love to see it added in the near future. ... Mehr anzeigen

We would like to be able to change the colour and look of the meeting booking widget. We have an external webpage and would like to change the design of the meeting booking widget to match the site/company brand guide. The only thing you can change now is the Primary colour of the whole HubSpot account to change the background of the meeting booking calendar. This is very limited and not ideal. With the HubSpot forms it is possible to embed it in raw html without the iframe. It would be great if we could do the same for the meeting booking widget to add our own css. ... Mehr anzeigen

Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside the signature. Even though there is a phone number field on the user profile, you can't use it as a token within an email. ... Mehr anzeigen

I think it would be extremely helpful and beneficial to increase the maximum limit of scoring property filters, or to have no limit at all. Our sales team and new business development team members are trying to track which of our clients and prospects are the most engaged with us, as well as the ones who are not. We have created a point system for those who attend our events, open our emails, interact with us on social media, found us via an organic search, etc. HubSpot Score has made it simple because we can easily compare contacts' scores. However, we've already hit the maximum of 100 filters so our lead scores are going to become stagnant considering we won't be able to track engagement on future emails or events. Therefore, what's the pont of lead scoring if it's not going to be current? ... Mehr anzeigen

When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should!   The trouble is, right now it doesn't.   Custom discounts aren't automatically reflected in the deal value and it's not an option. So in order to keep deals up to date, every time a new discounted quote is produced, a rep has to remember to head back to the deal and update the value manually.   That might be ok once. But doing that multiple times, on multiple deals is setting reps up to fail. What's more, it seems kinda crazy, particularly when product level (i.e. a discounted version of the product) discounts are reflected in the deal value.    So it's not that the value doesn't update. It's that discounts are disregarded despite unqeustionably impacting the value of a deal. How is this intended behaviour?   Sure, we could go in and build out 5%, 10%, 15%, 20% discounted versions of each of our products, but where do we stop? It seems like it would be incredibly confusing and result in an unnecessarily bloated product library, while making the in-quote discounting essentially arbitrary.   The inconsistency adds confusion for reps, extra steps toward managing deals in the pipeline, and will likely result in inaccuracies when it comes to reporting—meaning extra time double checking the values on all deals.   It seems like it would be easily rectified. I suggest either making it standard behaviour for a deal value to sync with the most recent/accepted quote including discounts, or to at least have some option for that behaviour to exist. ... Mehr anzeigen