Las grandes mentes piensan igual

KPruett

It would be great if we could filter the recycling bin like we could the object index page. There are cases where we need to restore records based off of certain properties. Currently, we can only restore contacts individually or in bulk with no additional filtering.

WSharpe

Currently conditional logic for internal object creation forms only exist when using HubSpot on the website and not the mobile app. This is important.

billseybolt

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'?

AStout5

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.

WSharpe

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

THamann

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.

NBACONNET

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

ECurwen · ‎feb 26, 2024

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.

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.

HSpurge

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!

Las grandes mentes piensan igual

Add filters to the recycling bin

Conditional Logic on Object Create Forms on Mobile App

Adding a function to the search results

Able to adjust marketing contact status within contact full profile

Conditional Logic: If (insert property) is Known

Ability to change the order that contact owners appear in contact owner drop-down list

Create links between docs and contacts

Quality of life additions for contacts.

Set Association Labels On Records via a Workflow

EASY EDIT of property values inside Hubspot LIST View (kinda like a spreadsheet)

Entregado Recientemente

Recientemente en Beta