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We need to be able to transfer views to another user (ie. an admin should be able to create views and assign them to the director of a team so they can modify as needed.   Thanks! Also that directory of views should be more organized, custom fields would help.  ... Exibir mais

I would like to be able to add new leads (contacts) directly from the record where it says "add lead" or from the lead pipeline within Prospecting, Is that possible? Now you can only add already existing contacts or companies as leads. Additionally, it seems like I can only add contacts that I "own" as leads to a record. Is that correct? I mean, sometimes I might talk to a person or find a person who I believe could be a lead that belongs to one of my colleagues or where the company belongs my colleague. Then I want the possibility to add that lead directly. Otherwise, I need to add the contact first or if it's a colleagues lead - notify my to add the contact and lead and risk the opportunity to fall between the cracks. It would be much more time-efficient to assign new leads to everyone and new contacts from the lead/prospecting view. ... Exibir mais

Records can display reports cards, but only records from another object that are associated.   We have created the fields "Sales 2019", "Sales 2020", "Sales 2021" ... in the company and want to have a graphical view in the same object, which we want to display through reports. We created a general report and wanted to map it to the company. Unfortunately, the report cannot display data because there is no association with another object.   There should definitely be such a simple setting because the visual work and representation of fields should be there. ... Exibir mais

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. ... Exibir mais

I know there are integrations such as Insycle and Koalify to help manage duplicate records and I know a higher level of Operations Hub offers some better features, but hear me out... Instead of putting the responsibility on the admin or a group of admins to manage duplicates or setting permissions to allow a user or a group of users to use the Manage Duplicate Records tool, what if:   1. There was a may to allow users to review duplicates for records they own. Maybe a notification when a contact owner opens that record that prompts them to review possible duplicates that the system has identified. This way duplicates are managed on a more regular basis and the task can be shared by a larger group which (for some companies) would be more aware of changes to a contact and could manage potential duplicates faster. 2. Or, at minimum, change the settings that allow mangement of duplicate records for only records  a user is the owner of (as outlined above) but still just have them use the Manage Duplicates tool.   I like option #1 much more than #2 but #2 would be a compromise.   ... Exibir mais

After merging two contacts, I noticed that the record source incorrectly displayed the record source of the newer contact rather than the older contact. Would love to see this behavior change so that we can rely on the record source field. Thanks! ... Exibir mais

Hello,   It would be highly beneficial to customize the fields to display when merging accounts or contacts. Indeed, we synchronize Hubspot with our ERP, and accounts are synced via APIs based on their ID. I want to make sure when I merge a synced account to know that it is synced, so I keep this one as the master.   So, ideally, we should be able to select the properties that we display when we compare two records side by side before merging them.   ... Exibir mais

Dear HubSpot Community,   I'm reaching out to share an idea that I believe could significantly enhance the user experience within HubSpot, specifically for those of us who manage extensive lists of companies and contacts on a daily basis.   The Problem: Currently, navigating through lists of companies or contacts in HubSpot requires either manual paging or the creation of specific tasks to review or manage these entries. This process can be time-consuming and somewhat cumbersome, especially for users who need to quickly glance through hundreds or thousands of entries for various purposes, such as verification, updates, or quick information retrieval.   Proposed Solution: "Quick Review" Feature: To address this, I propose the addition of a "Quick Review" feature. This feature would allow users to select multiple companies or contacts using checkboxes and then perform a "Quick Review" of the selected entries. Here's how it could work: Selection Mechanism: Users can check boxes next to the companies or contacts they wish to review from their list. Quick Review Panel: Once selected, a "Quick Review" button activates, opening a side panel or modal window. This panel displays key information for each selected entry, allowing for rapid review and action without leaving the main list. Batch Actions: In addition to reviewing, users could perform batch actions on the selected companies or contacts, such as tagging, assigning, or updating statuses, directly from the Quick Review panel. Benefits: Time-Saving: Reduces the amount of time spent navigating through lists, allowing for more efficient data management. Improved Usability: Makes the platform more user-friendly, especially for those dealing with large volumes of data. Enhanced Data Accessibility: Quick access to data can significantly improve workflow for users who need to make rapid decisions based on company or contact information. I believe that this feature would be a valuable addition to HubSpot, making the platform even more versatile and user-friendly. I look forward to hearing your thoughts and feedback on this idea.   Thank you for considering my suggestion.   Best regards, Katarina M. ... Exibir mais

Need to show the date and time while using the personalized token for the "Date of last meeting booked in meetings tool" property in a custom email. ... Exibir mais