Gute Ideen sollten geteilt werden

CoachAaronCCR · ‎Jul 11, 2017

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.

DBowers3 · ‎Jun 16, 2017

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

SteveJenns · ‎Mär 6, 2017

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value. Thanks! Steve

NicoleSengers · ‎Feb 21, 2022

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts. It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag.

lsirac · ‎Nov 21, 2016

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.

grayson · ‎Feb 27, 2017

Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for considering! Grayson

seobrien · ‎Nov 29, 2016

The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: Connected to Gmail it's getting new records daily from people that have multiple email addresses. Moreover, just doing an import of addresses from other databases can result in multiple Contacts being created for the various email addresses someone might have. Consider myself as an example, I have 12 different email addresses. When I take a new client or job, I'll have another. Those are 13 different records. They are all just me and each of those email addresses should be more easily uncovered as associated with the same person and merged. What needs to improve Today we have to go into a Contact records and use the Merge function to find the other emails and merge them. That's a manual process. A pain for large Contact databases. The Contact list should have a "Find and Dedup" option. The CRM should find likely duplicates not based on the email identifier but other personal identifiers: same name, similar name in same location, etc. Flag those in the list and make it easy to check the duplicate Contacts and "Merge" them. This really needs to be done as part of the platform as growing companies, teams with many people using Gmail as part of their outreach, etc. will constantly result in new Contact records that can go unnoticed as duplicates of existing records.

GLR · ‎Dez 13, 2017

Hello, I am just starting with Deals and I have an issue regarding the mandatory properties to create a deal. When Creating a Deal, I want my team to put the Company and the contact associated with the deal. Both information are Mandatory to create a Deal. Today this is not possible. It seems like a no brainer to ensure team are never missing basic information in a deal. Thank you

virginiam · ‎Nov 7, 2017

I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the "became a lead date", "became an opportunity", "became a customer date" properties, but I can't seem to get any good report using these.

Frank · ‎Jan 24, 2017

Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.) Hopefully this is easy to do, thanks!

Gute Ideen sollten geteilt werden

Sync property values between Contact, Company and Deal Records

Associate one contact to multiple companies

Field Dependencies for Contact Properties

Set Association Labels On Records via a Workflow

Enter 2 email addresses for a contact

Customizing "log activity" in HubSpot CRM

More efficient way to find and merge duplicate contacts

Company and contact info mandatory to create a DEAL

Calculate and Report on the Time between Two Properties

Filter using relative date values ("TODAY" etc.)

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version