Great minds think alike

It would be useful to be able to delete a company and all associations at one time.    So you don't have to delete associated contacts and deals etc separately. ...read more

For compliance reasons, it is required to log annual meetings with customers. To integrate this into the CRM using workflows, a meeting log date is required as a starting point. This way, a notification can be sent after x time to schedule a new required appointment. For now, there is no option to base the workflow on a meeting log variable. I would like to see an option to set up a workflow based on the meeting date in order to stay in compliance. ...read more

One feature I miss for my business is having different types of contact 'templates' with associated properties. To keep it clear and organized, it would be nice to have some kind of dynamic properties based on the type of contact so that only the information relevant to that contact type is shown.    In our case, customers have many more properties than leads, so the contact page of leads has a long list of irrelevant properties. If the contact type determines the shown properties would make everything tidier and easier to work with. Having dynamic properties or different contact templates would save a lot of effort for the CRM efforts and for the sales team. ...read more

It'd be helpful to have a date field that updates ONLY when the contact initiates an action, eg form submission, FaceBook Messenger reply, email response, etc. This makes sorting through leads more relevant, as it's not just create date (where you'd miss out on existing contacts that re-submitted a form or messed in) or last modified date (which includes company-initiated activities that may not generate a response and would just add more noise when sorting through contacts). ...read more

Hi,   I am new to HubSpot and have been in the process of uploading new contacts and companies. While doing this I found that after I uploaded a file I did something wrong or realized I wanted to add additional fields to track the contacts/companies so I deleted and started over. What I have no found is that my company and contact ID numbers for HubSpot are now 11 numbers long.   Could you please think about adding the ability to reset the IDs back to 0 when the account is completely void of contacts and companies or the ability to to create a field for ID so we can create are own to match the ID of another platform we may be using?   THANK YOU ...read more

Hola! Mi sugerencia nació a partir de un caso que tuvimos con un cliente.   Nosotros en nuestro panel creamos el informe "Tiempo de respuesta a leads" que se basa en la propiedad de contacto llamada "Tiempo promedio de respuesta". Esta propiedad va midiendo el tiempo desde la asignación del contacto a un representante hasta la primera respuesta que este recibió del actual propietario.   Pero cuando reasignamos estos contactos a un propietario nuevo, tiempo de la propiedad de Tiempo promedio de Respuesta se reinició. Por lo que nos elevó el tiempo de respuesta a los leads aunque estos ya habían sido contactados por el primer propietario.   Por lo que sugiero  se considere un método de cálculo de tiempo de primera respuesta, que consideré que aunque el contacto se cambié de propietario si este ya ha sido atendido en un principio, no se tome como nuevo.   Saludos! ...read more

With the new UI updates: Activities load as collapsed. I click on it to see the information. I then have to expand again if it's a lot of information. The worst part is that it's not obvious that it's not showing the whole thing. Check out my screen shots.    Before expanding:     I click on the logged call and it expands. It looks like all the information is there at first glance, but it's not. I have to look for the tiny "Expand" link (which is visually very similar and physically close to the information below the light grey divider bar, so it blends in and is not obvious), and click on it to see the rest.      I'd request that you move the Contacted/Outcome/Type, etc up to the top. That is valuable information about the call or meeting, and typically more helpful than the notes for quick glance. ...read more

Hubspot creates a recommended target accounts list based on data like industry, size, and pageview data. However, there is currently no way to export this list or sort any of the values in this list. This makes the feature hard to use and navigate because you are not able to sort companies by any metrics.      ...read more

This is a stadard feature of other CRMs to be able to create a list of contact with an AND / OR option.      ...read more