Great minds think alike

I would love to have the ability to forecast off of units sold by time period in this tool. We set sales goals off of units sold and not by revenue for some users and would like to have ability added.  ...read more

We've deployed several custom objects that our sales rep interact with and/or review on a regular basis. We'd like to make them owners for various reasons, but only be notified of ownership for one of them. Wish there was a way to customize notifications for individual custom objects, not just "custom objects" as a whole! ...read more

It would be very useful to be able to manage the associations in the view panels for custom objects as we can do with Contact, Company, Tickets and Deals.  ...read more

Having emails and calls combined as an activity makes it very difficult to know how many times a person was called.  I could be sending emails that are not even hitting my tarrget and only call 2 times and activities show 30. This is useless to my team.    Can we please remove "activities" and add "number of calls" to show how many times a contact has been called into. And "number of emails" to show emails. Dialing is key to our business and needing to guess or open each record to view calls is not ideal. This is an easy fix. please help ...read more

When a user is importing info, there is an option "Don't Override Information" for Contacts or Company. Can we extend this to also include Deals and Custom Objects? I import Deal information on a weekly basis because the deal info is constantly changing. I need the Deal Stage of my deals/custom objects to not change when I'm doing these imports. Basically I need that checkbox next to Deal fields and Custom Object fields "Do Not Override."  ...read more

When selecting multiple records from the object index page a menu populates with "bulk actions" (ie. edit, delete, assign etc.)   With Custom objects you only have two options, Edit & Delete. It would be great to have more functionality (ie. enroll in workflow, create task etc.)   Custom object:     Contact:   ...read more

Hola    Es esta ocasión quisiera poder realizar una petición, y es con respecto a conocer el valor total de cada etapa de negocio en el pipeline de un objeto personalizado.   Por lo que puedo ver no existe esta felxibilidad con respecto a los pipelines de objetos personalizados, es importante para una empresa conocer el valor real que tiene la etapa de un negocio de un objeto customizado.   Espero puedan idear alguna solución.   Saludos   Omari   ...read more

Hola!!   Quisiera poder resolver esta duda y conseguir una posible solución en relación a la personalización de la barra lateral derecha de  registros de los objetos personalizados.   Quisiera poder seleccionar dentro de mi personalización opciones de integración como por ejemplo: sales navigator, panda doc, entre otras.   Esta estas opciones de integración, se muestran perfectamente en la barra lateral derecha de los registros de objetos como contacto y empresas, pero no para los registros de objetos personalizados.   ¿Alguién sabe como resolverlo? de no ser así creo que sería de mucha utilidad para implementarlo en un futuro.   Saludos   Omari ...read more

I needed to create a custom objects to manage and give assistance to all the units we sell. All of them have their on unique serial number... but I can't import bulk info because HubSpot doesn't recognize it. Right now it takes multiple steps to do it:   Donwload: (to get the IDs) Vlook up: (IDs with devices) Uploado: (So all the new units gets an ID) Download: (to get all the IDs again) Vlook up: (to identify all the news IDs) Add all the new properties/Combinations. (each device may have different licenses (also custom objects)) Upload: For the final process.     If I could set an ID my self (selecting it in the import map the SN) it would be great because HubSpot would update the existing ones and just and create the new ones at the same time... with everything already set. This would be huge. ...read more