クリエイティブな才能を開花させよう

The pop up screen for merged records only allows users to "merge" or "cancel" so if a user wants to reject the merge, they have to click out and reject on the previous screen. It would be wonderful to be able to reject from the pop-up screen.  ...その他を表示

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  ...その他を表示

1. This would be mainly for marketing (lead generation) but would have a direct impact on the sales and service department, which uses a CRM adapted to the automobile sector. 2. The aim is to synchronize leads (those generated with hubspot tools) with CRMs designed for the automobile industry. This synchronization can be done easily, simply by making it possible to send an automated e-mail following the submission of a form filled in by a lead in Auto-lead data format to a specific ADF address. (see point 5) 3. The value this would add is not measurable, it would enable automation and connectivity between sales and marketing tools for automobile companies using similar systems. 4. ADFs are practically standard in the automobile industry when it comes to lead and customer data management. Activix is the CRM I use. 5. Here's an example of a situation where this would be useful. In preparation for an event or promotion, a landing page is created with a CTA directing to a form to generate a lead. Once the form is filled in, the information is sent to an ADF email (example: xxxxx@leadactivix.ca) in the following format: The information in yellow is the information that would be filled in on the form. Once the information has been automatically sent by ADF, the lead is created in a CRM adapted to the automotive industry and the sales team can follow up with the lead. ...その他を表示

Our sales reps do not use the Log Activity function because some fields are missing. They don't use the preset actions provided by the app and instead, we have configured new actions in the About Tab>tap Edit>open Activity>tap the custom actions we have set for them.  The issue with this is that the data is not easily accessible like the preset actions in the normal Log Activity button. We would like a way to put our own actions in that button so our reps can easily reference the data. ...その他を表示

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! ...その他を表示

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.  ...その他を表示

Add the ability to sort timeline activity Newest to Oldest and Oldest to Newest.   ...その他を表示

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?   ...その他を表示

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. ...その他を表示