Las grandes mentes piensan igual

Currently, it takes several clicks to get to view orders pipelines - CRM, contacts, dropdown, orders...    Add the Orders view to either the CRM top-level navigation like deals, or add to the Commerce top-level navigation so its just a click away from the main navigation to view Orders ... 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

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.    ... Mostrar más

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?  ... Mostrar más

Currently not all main pages are not directly accessible to the menu. For example "Orders". To visit this page first you need to go the Deals or another menu item. Click on the name "Deals" and select "Orders". Why make not accessible directly or make a option to Bookmark certain pages. ... Mostrar más

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.  ... Mostrar más

As of now, admins can enroll either themselves or the whole account in BETA product features. It would be beneficials if admins can choose to enroll single users only.  Very often we would like to test a feature before enrolling the whole account. Admins are not always the best choice to test such feature in the cases where those features will be used by first-line users.  ... Mostrar más

Hello, Hubspot Community! I would like to share one ideia about Automatic distribution of tickets by quantity. For example, our team have a goal to solved 120 tickets per day. But that's the limit per person. We Would like somehow to have to setting how much tickets each member of our team could do it during the day. It would be very great if these tickets could be distributed as more customer messages come in.   Round Robin is an app example that do it in a good way: https://app.roundrobin-assignment.com/ Thanks! ... Mostrar más

We have been informed by HubSpot there is no way to select a user's default Business Unit preference. Can you please add this feature urgently? It's very frustrating to have to change it multiple times a day to use HubSpot as I do now. When I log into HubSpot, I am in placed in the company's business unit. I am unable to access the things I need to from this business unit and have to change to my business unit. This change is necessary everytime I login, which several times a day.  Thank you. ... Mostrar más