Las grandes mentes piensan igual

Hi there,    It would be useful to be able to customize the ordering of categories on the contact record preview panel. My specific use case is that I use sales navigator very often, but have to scroll all the way to the bottom. Ideally it'd be the second category, just under the "About" section    ... Mostrar más

Hello. I want to tweak an email template that we use to follow up after a sales call. I'd like to be included as a cc on thise emails whenever one of my colleagues send it out but I can't see how that would be possible ... Mostrar más

Our agents receive several ticketes daily that contain attachments (i.e. Excel workbooks, Word documents, etc.) and some of the time the sender will not include any specific details in the ticket name nor description.  Before using HubSpot to work through the requests that come in, we used Outlook, and they had the option to search by attachment contents, which served very useful when the sender would not include any specific details in their subject/body of the email.  It would be very helpful if HubSpot allowed this as an option to search/filter by attachment contents.   ... Mostrar más

Hi everybody,    We would really love to have a feature to create custom fields with the field property "direct link to an existing contact, company, deal or ticket" and have the ability to create a relationship between to objects through this direct link.   Example: Multi-Step Sales Process (Software Company sells software to system partners and they sell it to the end customers) -> I would like to add a custom field at the end customer object which is callend "Primary Partner Contact" and add the the primary contact person from the system partner to the end customer object.   THX & BR Mario     ... Mostrar más

We're a B2B vendor and give numerous demos to prospects(contacts) belonging to companies. Since our sales cycles are long and complex, we can give demos multiple times during the course of the long sales cycle. These demos are given on an as-needed basis, not on a set date. Contacts usually attend many of these demos. I want the reps to be able to track the contact attendees that attended these demos. So I want to be able to create a Contact property called 'Demo Attended' with the Field Type value being Date Picker, but with the option to have Multiple picks of dates in the calendar. For example, Brooke attended demos on May 22, June 10, June 19, July 4 and July 14. The rep will have the ability to click on dates in the calendar to capture all of those dates she attended the demo and store them in the field showing these dates. Then we can easily follow up with a specific email to all the attendees and track for engagement and scoring. Right now, it seems the only option is to create a Field type of Multi-line text and manually typing in the dates. With this option, I see reps entering all different types of inconsistent date formats and not allowing easy reporting options. ... Mostrar más

When a lead comes in through a form submission, we try to always capture a postal/zip code. I would like to be able to use that zip code within a workflow to assign leads to sales reps automatically (since most of our sales reps have their own territories based on zip codes.)  I have all of the zip codes in an Excel sheet, but currently there is no way to copy and paste them into hubspot so that each zip code is a unique value.    Here is a Vidyard of exactly what I'm talking about    Hubspot! PLEASE add copy/paste functionality of multiple values on properties! 🙏🙏🙏 ... Mostrar más

For sales people, in B2B2C or B2C sales, one of the most important things that hubspot is not capturing is where people used to work. It is one of the best sales leads out there...   e.g. let's say you suddenly start working with Google. First thing to do is search your existing database of contacts to see who used to work at Google and then the first introductory email to them is "we are now working with Google..." immediately there is FOMO there that some business is working with a former employer.   Right now there is no mechanism for tracking this....there should be an "associated company history" tab or something so as people move from one company to another it can be tracked.    You should also be able to manually add company history. E.g. if you see someone on the database used to work at a really exciting firm that you want to target, you can add that firm to his/her company history so that you can use that relationship to get in to his/her former business.   I hope this sounds simple and logical...!   Thanks  ... Mostrar más

Companies often have general email boxes (i.e., info@, store123@, accounting@, service@. I propose the addition of an Email system property at the Company record as well where. ... Mostrar más

I'd like to have the option for changing the order of existing contacts linked to a specific company ... Mostrar más