Las grandes mentes piensan igual

A monthly calendar view by close date would be great. Would be able to quickly drag and drop deals that are still open past the close date as well as visualize weeks/days that have a lot of deal volume. ... Mostrar más

I work with Spanish and English speaking clients. It's necessary to be able to select the quote's language.  ... Mostrar más

I am working to sort deal cards by timezone, has anyone figured out a workaround? Currently, I have contacts enrolled in the timezone contact property, but there are like 30 time zones and you have to manually enter the property to sort by with deal cards. Has anyone figured out a solution? Ideally, I would just filter by pipelines by East coast, central, MST, PST and boom.    Any insight or advice would be appreciated!  ... Mostrar más

When you log an email in HubSpot and want to change the association (e.g. move or expand from deal to contact) you have to scroll to the bottom of the email to do so.  This is especially problematic with a long email trail in that you have to go all the way to bottom of the thread.  The assocation function should be up top along with the reply, forward, and delete functions.  The image belows shows the very bottom of an email and the very top of another email.  Those functions should all be in the same general location, up top.     ... Mostrar más

It would be great to be able to set the property value for a deal collaborator based on the deal owner. Almost like assigning a Project Coordinator to that deal/ticket, while keeping the ticket/deal owner  ... Mostrar más

Hello, It would be helpful for my sales team to be able to see the latest Note Body or even call activity on an object. This would allow us to easily look at multiple deals from the table view and see what the latest logged activity was, however it could also be used on contacts, companies, and more. I could even see something like this being used within a list to see the last marketing email received by the contact.. I attached a screenshot of how this would look for our use-case. My team wouldn't go through the effort of double-posting their call details or any notes they log. If they put this info on a property, the ease of viewing the historical record / timeline is then lost. If they put this on the activity feed, we lose the ability to pull that info onto the table mentioned above... This would be solved if the activity updates said property! ... Mostrar más

Hi Team HubSpot,   I've got a little suggestion 🙂    When navigating on the deals, company, contacts sections and you click on a contact on the previews pop up on the right-hand bar. It would be great to have the task of that company deal or contact.  This way for example when you are navigating the deals section and you preview a contact you can quickly add a task if it's needed. This way you don't have to open the contact page.  Thank you.    ... Mostrar más

When in a board view I would love to be able to drag and drop cards into stages that are further right or left on the page.   The drag and drop feature is loved by our team but they run into issues when they can't drag the card into the correct stage because the screen wont scroll with their mouse.  Video example ... Mostrar más

Hi - When you select pipelines, the only options are "is any of", "is none of", "is known" or "is unknown". What would be great is an additional option of "contains": that way, all stages that contain the word "closed" could be simply selected. We have 15 pipelines and this means for any filter, at least 15 or more clicks at the very least! Best, John ... Mostrar más