Great minds think alike

Posting on behalf of a customer: In reports, you can filter on associated contacts or associated companies for a deal but there is no option for filtering based on an associated ticket. Add a property so that a single-object report can be filtered by a deal having a ticket associated. ...read more

Ability to change the default filters that appear on the deals view, or at the very least change one of them permanently? example- I would rather have 'close date' over 'create date' as a go to filter, instead of having to click more filters and manually select 'close date' each time ...read more

We sell subscription products that are billed monthly and bound on a one-year term. When adding this product, the total deal amount calculated (despite it being a 12 month term) is for one-month, as monthly billing is the default for total deal amounts. This means we have to always manually set it to annual.  I suggest (what seems to me an obvious need for all subscription-based companies not billing monthly) to enable setting a portal-wide (or pipeline-wide) default billing frequency.     We do not use quotes so the option to set the billing frequency on quotes is of no importance to us.  ...read more

We would like to sync the lifecycle stage of a contact/busines, only based on the stage that this contact is in some of the pipelines we have. Currently this is not possible and we need to decide whether this option applies for all of our pipelines or none of them. ...read more

It would be very interesting to have a view of the total amount of my parent company taking into consideration the total amount of my child companies.   For example :   X child company : 100€ Y child company : 100€ Then : XY Parent company : 200€ ...read more

I just found out that this function is not available but think it would be incredibly helpful.   Once I setup a sequence, I then add the contact/company to the appropriate pipeline/deal stage that I have created. I then have to manually go in to the Pipeline every few days and drag the contact/companies to the appropriate Deal Stage based on where they are in the Sequence. This gets both confusing and cumbersome to manage. Currently there is not a way to automate this process.   It would be great if either from the Sequences settings or maybe even the Pipeline settings you could auto add all the contacts/companies from your given Sequence to a particular deal stage. In addition to that, once the Sequence moves (ie. 2nd email, 3rd email, etc.) then the contact/company would also move to the appropriate Deal Stage in the Pipeline. (ie. 1st email sent, 2nd email sent, etc.)  ...read more

Hello,    It would be great if I could add pictures as cover photos in HunSpot, similarly as you can do it in Trello.  It would be good for visualisation.   Thanks!      ...read more

Append the ticket/deal pipeline ID to the URL when viewing specific pipelines. This would solve a couple of problems directly and potentially facilitate implenting solutions for other issues.   Issues this would solve: 1. This would allow you to link to specific pipelines 2. This would allow you to always have tickets default to be created in the pipeline that you are currently viewing, instead of only defaulting to the current pipeline if you navigate there from a different pipeline.   Issues that this might facilitate a solution 1. Facilitate having customizable About and default ticket creation properties based on current pipeline ...read more

Recentemente me deparei com alguns usuários excluíndo contatos/empresas/negócios às vezes por cadastro duplicado ou mesmo vindo de outras integrações de e-mail, etc.   Atualmente a única maneira de fazer isso no Hubspot é dizendo à plataforma que os usuários não podem EDITAR NENHUM dado de 'venda' ou 'contato'. Mas fazer isso implica em bloquear outras ações também como 'atribuir' um proprietário, colocar uma tarefa em algum 'deal' que não pertence a ele, etc. Essas últimas possibilidades precisam ficar ativadas, pois o CRM serve justamente para integrar as tarefas da equipe se um colaborador se ausenta por motivo médico ou mesmo está bastante atarefado e outro usuário precisa ajudar no cumprimento de suas tarefas.   Por favor, possibilitem uma configuração no qual o usuário simplesmente não consiga 'excluir' contatos/empresas/negócios. ...read more