Grandes mentes pensam igual

Add the ability to sort timeline activity Newest to Oldest and Oldest to Newest.   ... Exibir mais

Hey I'm in the prospect workspace and I'm trying to filter by properties on the contacts but I can only filter by properties on the lead which contains different data than on the contact properties.   This is the response I got from your help desk:    "I don't believe its possible to filter by contact properties since the leads in the prospecting tool are separate from contacts. I am double checking to confirm this for us"   This makes things very difficult on my IT team and impossible for me in Sales Managent to have a congruent set of properties to sort by, which then requires two completely different set of property data.   Leads and Contacts are two completely different OBJECTS, with different properties - why do I need to create a new object type with new properties?   ... Exibir mais

Bom dia, para nós seria muito interessante que as informações de pesquisa feitas em contato, também fossem inclusas no objeto empresas, para vermos de forma consolidade todas as pesquisas feitas para aquela empresa. ... Exibir mais

the current way Hubspot is marking leads and contacts in the UI seems like an afterthought and doesn't feel like much work was done on the flow.    For example :  Contacts is a fixed nav-menu with a sub- category of contacts (i.e individuals ) .  the problem starts when you dig into things  under the contacts object, there are a few markings for a "lead'  (why would you add a contact and lead in the same category as they aren't the same thing)  A lifecycle : to show you what stage they are on  but why would a contact be a under a 'lead' stage it looks like a reversed way of approaching it.  to add to the confusion there's also a lead section on the right hand side.  But then finally Hubspot had introduced 'Leads' but buried it under the 'Sales' drop down and hidden deep under "Prospecting" . Not only that it makes no sense in regards to the flow. the UI / UX is pointless  Adding Leads on the top menu as a stand alone and allowing to separate Contacts and leads as done in pretty much every other CRM out there ( MS, Salesforce etc..) is the right flow both visually and in the life-stages of an individual coming into your CRM turning into a qualified deal --> opportunity --> and hopefully a business    ... Exibir mais

To cut down on copy/pasting from the Company profile, it would be really neat to have an option to Copy Address From Company over to an associated Contact. This would save time, avoid the risk of manual data entry mistakes, and improve the completeness of our data by having addresses for Contacts. Our previous CRM that we migrated from had this feature (eChempax by Datacor). ... Exibir mais

It would be great to be able to sync momencio survey entries into HubSpot properties to allow us to export survey responses with a list export.  ... Exibir mais

Could you get ai to read automatic emails and scan them for words such as "no longer with the company" or retired and make the contacts non-marketing? I realize that IT will eventually kill the emails and our emails to them will bounce, but why wait for this to happen when we can be proactive and maybe even automatically update the database with the new contacts as per the "automatic replys" This would not be considered unethical since AI is not reading actual emails - but only "automatic reply emails"  ... Exibir mais

Hi, I was wondering if it's possible to add a way to create a view/list sorted by recently added notes?   Our staff regularly add notes from in-person meetings or similar interactions on the contact/company level.    It would be great to create a contact or company view/list that could be sorted by the most recently added note.   This way our leadership team could identify who their team members most recently interacted with.    Ideally, it would also be great to filter said list/view by 'note added by [HubSpot user]' so each manager could filter for the contacts their team members most recently interacted with.    Thank you! ... Exibir mais

This is for everyone.  Being able to create a contact list based on the associated contacts of a company list would save so much time and effort and be way more practical that the company list.  As of now I can't do anything with a company list but it is easier for me to create lists based on the company. However I can't email this list or even do anything with it. So either the feature that you can email all associated contacts from the company list or a feature where you can create a contact list based on associated contacts of the company list would be amazing.  ... Exibir mais