クリエイティブな才能を開花させよう

Either through hovering over a deal or added to each tile, a view where reps and managers could add notes that would be easily visible through the overall view instead of navigating into the record for each deal.   An in-practice example being: me, as a manager, can add notes to a Deal either by adding in the Board view or on the record itself, but most importantly being able to view them on the Board view.   Keeping track of a rep/team's pipeline is difficult in itself without having notes as reminders, so this would help alleviate the back and forth of multiple windows being open to see a quick note of where you left off. Possibly even using the "pinned" feature as what to display in the hover over scenario. ...その他を表示

After working on a rather complex set of contact filters, we thought there would be an ability to convert this saved filtered view into a Contact List. So, if you have a database of 15,000 contacts and filter this down to 1,500 people, you can quickly save this filter as a List to be used in Workflows, Emails, etc.   The current functionality lets you send a maximum of 100 contacts to a static List - which doesn't seem useful in any way. We would like to select ALL contacts in the filtered view and save them to an Active List. ...その他を表示

Often LinkedIn profiles of the contacts are quite important.   Unfortunately, there's no LinkedIn profile field.   There is a website URL field, but the putting the LinkedIn profile URL in the website field makes HubSpot think that the contact works for LinkedIn. i.e. the Website field is really for the company, not for the contact.    (in our workflow, we care absolutely zero about companies, 100% about contacts...it's a B2C model) ...その他を表示

Currently we are only allowed 5 pinned views/filters when looking at tickets, techincally its only 4 because All Tickets is already pinned and you cannot remove it. I would like to suggest being able to pin at least 10 views/filters.    ...その他を表示

It would be great if you could filter tasks by team. Filters by "All" and "User" work well, a small addition at this point would help a lot. ...その他を表示

We should be able to extend the expiration date or reactive a quote without having to create a brand new link each time. Our quotes as a rule are only good for 30 days and there are times that on day 32 or 33 the client would like to purchase but I have to recall the quote and edit it before creating a NEW link that I have to send them rather than being on the phone with them and reactivating the quote so they can just print and sign. Why am I not able to reactivate the quote with the same link and a new expiration date? ...その他を表示

Who: Marketing Team, Support Team, Sales Team Value: One Contact, No Duplicates, Better CRM and data management Many CRM have customizable properties or references for the core operation of CRM - deduplication. And It's very industry-centric. For some industries, having only email as reference works, for some mobile number works better. Some may require multiple properties to be set as references.  Solution:  For Starters: You can give a choice of selecting deduplication criteria, keeping it limited to hubspot properties only. And then gradually including multiple properties as criteria, and expanding to custom properties.   ...その他を表示

We’d like to be able to sort or filter our companies and contacts based on the distance of their address to our address (or the address identified by the user). This way, our sales people can filter their companies and/or contacts based distance from their home/work/other address. They could then focus on highest value accounts that are physically closest to them first, then move on to ones further out. I understand you can filter and sort by zip code, but no one knows which zip codes are closest to them past a couple zip codes away. For sales reps that cover large territories, like multiple states, there doesn’t seem to be any way of deterring which contacts or clients are within say 100 miles or less. It would be nice to be able to filter anyone out past a certain distance. ...その他を表示

I've been setting up a new instance of HubSpot, and have been replicating properties from another of our instances without taking note of the properties internal values.   I understand that internal values cannot be changed on creation, but these properties now don't match with the properties used to map with an integration, so I've had to create new properties. Since deleting the properties, I've then had to create a new property, with a new name, since rather than properties being deleted straight away, I have to wait 90 days for the property to be removed from the recycle bin, meaning that we have a lack of consistency for 3 months across various portals.   Whilst having a recycle bin is great, to be able to restore properties perhaps accidentally deleted, there should also be an option to delete from recycle bin so that I can re-create using the same name, but different internal value. ...その他を表示