Gute Ideen sollten geteilt werden

I'm part of a Sales team that would like to strat tracking deals in our pipeline that do not have an active task. This is important to us to ensure every rep is properly following up with prospects. Currently there is not an easy way to see this. So i wanted to create a report that showed all deals that do not have a task to be completed at a future date. I could use task is unknown, but this would show deals where no task has ever been created. It would be nice to have a filter on Deals to show that no next steps are being taken and there is not an expected date of communication by the rep. Tasks is the easiest way to do this, but it feels like I can't track it like I want to.  ... Mehr anzeigen

Currently the Funnel Report doesn't remove any Contacts or Deals that moved backwards.   For example:   Bob Smith was created and assigned a Lead Bob Smith is a Sales Qualified Lead Bob Smith is a Lead In the above scenario, Bob Smith will forever be logged on the Funnel Report as a +1 Sales Qualified Lead, which causes overreporting and the conversion rate to be inaccurate. Changing his Lifecycle Stage does not remove him from the Funnel Report.   I'd love to have this fixed to reflect actual record data rather than historical in this instance, or at least give us the option to filter it out. Lifecycle Stage is often mistakenly updated as a result of inconsistent sales processes, automation that runs on records it shouldn't, and such, but when we find the mistake there's no way to fix the Funnel Report. ... Mehr anzeigen

The pipeline reports for deal stages or lifecycle stages are helpful, but they can only show you one path. It would be very helpful to visualize the steps with a stacked flow chart to get a clear picture of how leads/deals are progressing and all the steps along the way.    Here's an example of this type of chart from GA4: ... Mehr anzeigen

Hi all,   Just off the phone about this topic with Johan in Support, who was very helpful.   The "Deal change history" report in "Report Collections >> Sales >> Forecasts & Pipelines" is a very nice graphic report and just what I have been looking for.  However, what I ultimately need is a simple tablular version of this report listing the Deal Names, Deal Change Type, and probably a couple of other useful fields (Close Date, Amount, etc.).   Could you add that table as an option for the existing report?   I tried to build it from scratch, but couldn't and so called in to Support.  The issue is that you guys are using some developer secrect sauce to build this kind of query and bring back Deal Change Type, but that kind of query isn't accessible through the UI.     Thanks, Whitney ... Mehr anzeigen

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks! ... Mehr anzeigen

Journey reports are challenging when trying to dial in on the time it takes to complete the steps in a journey. Current Restrictions/Limitations Only one way to control the time range of the journey (sure we can do a static range or rolling time range), it is still only one time setting. Other analytics tools we use have additional levels of time parameters, the lack of this in Hubspot journeys limits the value we get out of the reports. Lacking stat of median time between steps; we only see the average time between steps   Inability to refine time parameters on each step of the journey.   Control that the action was done the 1st time since the previous step (and then stop recording the event on that report for that contact)   ----- Further details We want to look at anyone who would enters the journey up to 30 days ago. THEN, we want to know, of those contacts, who completed the steps in the journey within 10 days of entering the journey. If a contact 'qualified' to be in the journey but dropped off before completing within 10 days, that's an interesting stat along with the 'success' rate of those that did complete within the 10 days. IF we limit the journey report date range to only include 10 days, we are NOT capturing the entire cohort of interest (like anyone who was sent the email in the last 30 days). IF we try to use the contact filter or apply a list to capture the cohort for the 30-day range, this doesn't work either. The reason being the date range on the report is set to 10 days because we want to know who completed the journey within 10 days, we will still only 'see' the contacts that did the first step in that 10-day range (even though we want to look at a cohort of contacts that did the first step in the last 30 days). ------ Median is good to see in addition to Average. OR at least allow us to decide which we prefer to see for each step. ----- We should be able to refine the parameters between each step as well and control how those actions are counted. (refinements) IF we are using a custom event or a page view, a person may do those events multiple times while in the time range of the journey. It appears that the most recent timestamp of firing those actions/event, overrides the first time after the prior journey step the contact may have done the event. This creates a challenge of knowing the time of completion between steps as the first time after the previous step is no longer recorded if the contact comes back and does the step again and again. Ex) Instead of opening an email, clicking a link, logging into our app showing seconds (confirming our engagement email is working); we are seeing opened an email, clicked a link and then the time to log into our app being hours or days later. When we dig into the contact record, we see this is due to the contact firing the event multiple times after having done the action in the previous step of the journey. We care to only see the time to complete as a reflection of the 'the first time after the previous step'. ... Mehr anzeigen

Hi there! I would love to see HubSpot incorporate the ability to track word count so that marketers like myself might be able to compare email word counts to open/click-through rates.  ... Mehr anzeigen

The only action available in the Invoice dashboard is "Preview". Please add Modify and Finalize here, like in other dashboards to make the invoicing process more streamlined and efficient. I have to click on Preview, wait for the invoice to appear, then click on Actions, then Modify/Finalize. This is too many steps and could be done directly in the dashboard. Note: You should also add "Invoice" to the list of idea categories. ... Mehr anzeigen

Hi, I've created a dahsbaord I'd like to share with a customer, on their activities, however the HubSpot logo on the email I receive to send to the client deminishes our close partnership by adding a thrid party, unnecessarily.   Please can you allow the optiin to replace your logo with the account (our) logo? ... Mehr anzeigen