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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.     ... Afficher plus

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

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  ... Afficher plus

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! ... Afficher plus

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 ... Afficher plus

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.    ... Afficher plus

This is a 2 part idea but can lead to the same solution to the problem. Currently, we cannot show averages of activity count by deal in a custom report.  If we put together a report with data sources from deals and activities, we could see the total amount of calls, emails, and meetings made across all deals, but we cannot select the average aggregation function to know what the average is.  This function is greyed out.  What we are trying to figure out is the average of all calls, all meetings, and all emails across all deals independently. For example: Say there are 3 deals created total: Deal 1 has 9 calls, 3 emails, 2 meetings Deal 2 has 6 calls, 2 emails, 1 meeting Deal 3 has 15 calls, 10 emails, 3 meetings We would like a report to show that the average of the 3 deals is 6 calls, 5 emails, and 2 meetings. It's the total of each type of activity divided by the number of deals. This technically would work in a report if we could just do averages by a call count, email count, and meetings count. What the reporting tool can do, however, is do averages on a number property on the deal.  So another idea request that would result in the same solution is to be able to have a count of calls, count of emails, and count of meetings on a deal record.  Currently, there is only "number of times contacted", which is a total number of calls, emails, and meetings together.  We would like to break this number down into its parts to know the effectiveness of each method. Either a calculation property should allow for us to use the activity object to roll-up this count on a deal, or "count of calls", "count of emails", and "count of meetings" should be a Hubspot default property.  It's the same as "number of times contacted" but broken down into parts that make up that number. ... Afficher plus

I recommend Hubspot to create a feature whereby users can create clone invoices. Currently Hubspot offers the alternative to create an invoice from scratch or from a quote. For my business it would be good to have the possibility of cloning an invoice. This would help me in the following: (i) no need to type the details of an invoice; (ii) Sales team would start the invoicing process and leave only the review part of the process to Accounting; (iii) the process would be simpler than using the feature "create a quote", because for some of my clients I don't need to create a quote - those are regular deals. ... Afficher plus

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 ... Afficher plus