Great minds think alike

I love the new layout in beta, and the search feature is fantastic. I noticed that within the search results, you can call, email, or create a note. Is it possible to add the ability to 'create a task'?   ...read more

Currently, we can select whether or not a contact is a "marketing contact" when they are first created, or when we look at them trhough the full list views.   While we can see whether a contact is a marketing contact within the full profile view, there is no way to adjust that status while we are in that same view.    This will benefit dynamic lists, and also allow sales team members that are further down the funnel to better edit what the lead qualification sales team members created at first glance.  ...read more

When your full team has access to HubSpot, it is inconvenient that sales reps have to scroll through all employees to find a sales team member to assign as contact owner. Would be good with a simple function where you at least could have sales team appear on top of contact owner drop down list on the contact cards. ...read more

It would be nice to have conditional logic based on whether a property value is KNOWN. Rather than equalling a specific value. ...read more

Hi,   I would be pratical to link a doc to a contact, or a company, or a product. In the same way, a doc could be linked to several products, or to a product and a company, .....   Thank you   Enjoy your day   Nicolas  ...read more

Please can you make it possible to easily edit a contact or company values in the fields of specific properties WITHIN hubspot IN LIST VIEW MODE ... APPROACH? View a list - any list +/- filters. Clicking inside a property field for a specific contact or company and right click to edit. Update the content in same view without having to go into the record. Be able to say copy/paste to the other/next contact rows.  WHY? Sometimes there are specific pieces of data to update for multiple records and this can be more quickly done inside hubspot if this function exists. You can also quickly view different columns and make overall quality data checks and updates this way. EXAMPLE USE CASES 1 - Review and edit a list of contacts and notice a/several mobile ph no is in the land line field or has been incorrectly formatted for SMS purposes. Easier to go down the columns and update quickly with this approach. 2.  Update a number of contacts for a company with the correct state or city or identify and edit data gaps needed. 3. Update multiple or any column fields for a group of contacts or companies eg the reallocation of specific accounts to a new owner This is important for database quality management and minimising the bulk export/import to then do that function inside excel. GOAL? Minimise errors and time in import/export processes for changes that could be more efficiently achieved within the list view in hubspot. Effect specific or smaller edits more easily for junior staff members. Quicker than having to go to preview of contact for each edit in turn! ...read more

The whole goal of this addition to the Hub Spot platform is to help our salespeople create a process within "Create Deal" on the Sales platform. Ideally we should be able to enter all the information in for creating a deal then when we get to the bottom we need to "Associate deal with". At this current moment you cannot add a new contact or add a new company while in the deal creator. There should be a button to add a new contact or add a new company if desired. Most of the time in sales we are getting these deals from new prospectable clients that we do not have in our systems. Adding a button to add new company and contacts would make the "create deal" portion of sales a one stop shop to pull all customer information in.  ...read more

Hey everyone, I've noticed a gap in our HubSpot contact lists that I believe needs addressing. Currently, there isn't a built-in view to display the current subscription status of contacts for marketing emails. This seems odd, especially considering we can view opt-out statuses ("Opted out of...") for contacts. I stumbled upon a workaround in the community forum (see here), but I believe this should be a standard feature, particularly for Marketing Starter accounts that don't have access to calculated properties.   For my part, I frequently find myself yearning for just such a column, particularly in the midst of managing our newsletter marketing efforts. I propose that HubSpot implement a feature allowing users to easily view the current subscription status of contacts directly in contact lists. This would streamline our workflow and ensure that even Starter accounts have access to this crucial information without relying on time consuming manual checks. ...read more

When in the contact list or pre-made list and you click on preview for a contact, there is no way to log a call in the contact preview side bar. So you have to go directly into the contact information which is no bueno. SO let's add an action button to log a call, text, etc. and select an out come with out going into the contact information.    ALSO let's add a feature for when we are in the contact information page we can directly be able to go to the next or previous contact on the list from the contact info page. SO we don't have to click back every time to just do it all again. It's a little bit mad if you think about it hard enough.   Doing these very basic quality of life changes will save time.   Hope this makes sense. ...read more