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Admins need a way to reset all user's sidebar configs to match the standardized default setup!   Thanks, a force reset for all users would be super helpful! ... Afficher plus

I am looking to help organize a HubSpot account after a migration from a different tool. Notes are an important aspect to the migration! I am trying to bulk upload notes as activities on records, and pin one note per record. While uploading 800+ contact records and notes, doing this in bulk would exponentially save our team time in pinning notes one by one. ... Afficher plus

We use the note/comment function on contact & deal records very often.   It would be great if we had the ability to react (with emojies) to comments as a form of acknowledging them, instead of having to reply everytime. ... Afficher plus

My company hosts events, and we would like to log this activity similarly to how we log emails, calls or meetings, but especially en mass for large numbers of contacts. I was looking at workflows to see if I could use a list as a trigger event to get this event attendance/activity logged. I was hoping to find a way to use a workflow, and membership to an uploaded attendance list as the trigger to log this event attendance activity, so each event would mark a different corresponding name to match the event.     ... Afficher plus

Hi Community,  I'm reaching out to inquire about the possibility of adding a confirmation option (SAVE) button to the filter activity in HubSpot. This feature would allow users to change or set their final view with the click of a button, adding an extra layer of convenience and efficiency to the process. I would greatly appreciate your consideration and feedback on this idea.   Thanks! ... Afficher plus

Hey!    It would be great to be able to add a single object report to the center column of custon objects.    thanks! ... Afficher plus

We have reps who don't are pushed for time and struggle to note up their own calls.    We would like the option for other users to log a call on their behalf. Currently the user who logs the call is noted as the one who makes the call - I would like to be able to change whose call it is.   This will massively help value, as skilled reps would be able to spend longer on calls to customers, and can move quicker onto more calls if other users are able to log the call. This way they will spend longer in front of customers, and still have their call numbers accurate.   Other CRM's do use this functionality.   See below screen shot for idea of where it could work. Thanks.         ... Afficher plus

Add the ability to define recent communication in leads. Our business utilises marketing emails as personalised sales contact, and marketing emails don't currently show in recent communication in the lead pop-up window ... Afficher plus

Example:   Trigger is "When an object is created" and Pipeline is any of "X" (Whatever you want).   Later when you do "Send Internal Email Notification" it tracks/associates that email to the ticket.   If I were to look at that ticket, I would see that Internal Email Notification in the activities.   Why this is important is, when you send Internal Email Notifications, and then people see them in their Email and "Reply" to them, it is not associated with the ticket, so none of that is tracked against the ticket.   It gets worse, because if they are replying to that email, and then copying/to:/cc: a contact, when the contact replies, it creates a new duplicate ticket (and the merge tickets loses so much information).   The fix is, to be able to associate the Internal email to the triggering object (e.g. ticket), so that any replies to that internal email get tracked against the object. ... Afficher plus