Gute Ideen sollten geteilt werden

When we work with multiple users on HubSpot and they need to read object records or fill out object creation form, they must document some properties and sometimes, they don't know what's the property details and information. They must ask to an admin or go in the property settings to read the property description. We should have an Info-Icon with a property description or tooltip available when we hover with our mouse.   Something we can set in HubSpot forms. It must be possible to have that in object records and everywhere we can preview objects informations in HubSpot.  ... Mehr anzeigen

Our global HubSpot account is used by teams operating in multiple countries and languages. To ensure strong user adoption, it is essential that we are able to translate custom properties—including custom pipelines and pipeline stage properties—into a broad range of languages. This need is particularly important for our Sales Representatives and might even become a roll-out roadblock.   Currently, HubSpot supports only a limited set of languages for custom translations: Chinese, Dutch, English, French, Finnish, German, Italian, Japanese, Polish, Portuguese, Spanish, and Swedish. To fully support our multilingual operations, we also require the ability to translate custom content into Slovenian (sl) and Slovak (sk). ... Mehr anzeigen

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.    ... Mehr anzeigen

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.     ... Mehr anzeigen

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?  ... Mehr anzeigen

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.     ... Mehr anzeigen

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.  ... Mehr anzeigen

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

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. ... Mehr anzeigen