Great minds think alike

Heya,    Are you already planning to add further filtering options to the record time and property history view?    When trying to understand what happened with a record, it would be usefull to be able to narrow the timeline events based on the date. Same goes for the property histories. This way you wouldn't have to scroll through all the events to lcoate the timeframe that's relevant.    Regards, Erno timeline ...read more

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ...read more

I'd like to see some functionality added for bulk loading (importing and udating existing data).  I'd like it so that if I want to update an existing field to BLANK, I can use an empty field value in my import sheet.    USE CASE: I get files of account updates from an external source, and I use it to update our existing accounts in Hubspot. If a field value is removed from the spreadsheet, it would be hard for me to know what fields were blanked out and then update the Hubspot accounts. (For example, sometimes the Parent Account name is removed to reflect a change in hierarchy, so I need to remove that data for select accounts.)   Right now I'm going through extra steps in my data prep to add a value of "n/a" to where there should be no data, to make sure that the changes are being reflected correctly.  ...read more

Just came to Hubspot from Close.io   Why oh why does there seem to be no way to pin your main contact at the top of the contacts list when in the company view...?!   I suggest this would be plenty useful.     ...read more

We need the ability to create a single sales process for our salesforce to follow.  Currently, each sales person can cretae their own process, or have no process at all.  The absence of a singular sales process is creating great challenges for sales management.  This is a must have for us. ...read more

Business development, sales, database coordination Autofill check box for multiple contacts under company record  time efficiency ...read more

We currently can create a list and pick a deactivated user one by one, this is great!   But for large companies, that overtime might have a lot of deactivated users, it would be good to be able to filter by deactivated users without necessarily picking every single name. So my suggestion is to keep what is available, but include an option to select all deactivated users. This option is only available under Lists, maybe we could also have it under contacts view. ...read more

In the Hubspot App, you can click "Text" to SMS a client however it takes you directly to your phone and doesn't record the SMS in hubspot against the client.  If you want o keep a record of sending the SMS, you need to add it manually, which is clunky and time consuming. I want to send an SMS to a client from the app, using my phone (not an integration) and have the content of the SMS save against the client, along with time and date sent.  Thanks. ...read more

It would be nice to be able to easily move attachments (individually or in bulk) between records (for example Deal<>Company), as sometimes they are uploaded incorrectly and it is extra work to then delete/reupload. ...read more