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HubSpot needs a feature to log custom activity types outside of the pre-defined notes, emails, calls, meetings, tasks, etc. This would allow for additional touchpoints to be tracked and provide a holistic view of the contact journey. ... Mostrar más

When w I am adding the recepients in CC and BCC or sending mail to multiple recepients from the HubSpot CRM, it is unable to track who has opened the mail. It would be nice if this feature is also available so we can track emails that are sent to multiple recepients also. Because most of the times when we send a mail it becomes necessary to add other person also in that mail as that person has referred or share the emial id of the relevant contact and asked us to reach him/her. I hope you understand and take the necessary steps.   Thank you Sushma. ... Mostrar más

We would like meeting outcomes in hubspot, specifically cancel and reschedule and no show to sync to meetings in outlook / google. We have situations where our customers will call in to our call center to cancel a meeting.  When they do that, the rep has to set a task for the rep to cancel the meeting & send a note to them directly to confirm it has been completed so the outside sales rep doesn't waste their time & opens up their availability.  Ideally, allowing the customer service rep to cancel set the meeting outcome to 'cancelled' would cancel the meeting and remove it from the customer & outside sales rep's calendar.   ... Mostrar más

When you associate a contact or company to a deal, you have an option to add timeline activity from the contact or company.  The default is for the last 30 days of activity to be associated.  It would be great if we could update this default.  My team wants all data to associate from those objects but they never change that field so would be great if I could update the default for all deals. ... Mostrar más

I continue to recieve feedback from reps that the activity feed makes it impossible to see what's going on in an account.    Some solutions you (hubspot) could employ:   1. Allow for easier filtering of engagements vs sales activities.  (ie be able to filter outbound/inbound emails) 2. Allow for feedback / QA directly on the timeline either with an ai chatbot or little cta to chat with hubspot support. that would be huge-- someone that can help coach them on using the timeline where they don't feel embarassed reaching out to a colleague for help.  3. Summaries of activity. ie shows overview of what's going on aggregated and summarized from an activities standpoint. 4. Allow Admins to set default views in the activity timeline. alot of difficulty using the timeline stems from the lack of adoption of your activity feed filters. If the admin could reccomend some presets that would be huge.    thanks for reading, feel free to reach out or comment with questions. This is a major issue right now with hubspot. ... Mostrar más

It would be great to be able to create a list based on activities, the same way you can create a list based on Companies, Deals, or Contacts.  ... Mostrar más

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Access Control: Admins can control who can view private logged playbook notes in contact records or contact owner only Permissions can be set based on roles (e.g., sales reps, managers, executives). ... Mostrar más