Idea: Make all Date-filters available everywhere they are relevant.   Background:  Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This issue  drastically reduces the power of filters, reports, automation and marketing, etc. Fixing that would be high impact, it's a core platform feature, with impact on all products.   There has been 15+ ideas on the forum about missing date-filters for filters, reports, lists, workflows, ... everything. Those ideas were at first aimed to request one date-filter in one place. This master idea aims at grouping all smaller ideas, giviing visibility to this "Date-filters" issue and getting it prioritized as one overall review of "Date-filters" across Hubspot. Because the only solution is for Hubspot to fix Date-filters everywhere, by working just on that.   Things currently not possible on Hubspot (i.e. use cases): 1/ Filter contacts with last activity is more than 10 days ago 2/ Filter deals with a close date that is in the past 3/ Build Report on Deals with last activity is more than 30 days ago I want to give my sales team a filter of contact not contacted since 14 days. I am expecting to go to contact and to save a filter but the Date-filter required to do that is missing. 4/ Build List of Contacts with customer/deal who expire in the next 30 days 5/ Build List of Contacts with deal created last week. Etc...   Research: I've been comparing all Date-filters and noticed there are 11 types of Date-filters currently available on Hubspot (see screenshot below). The issue is that those Date-filters are randomly available on: - Contact WF but not Deal WF - on List but not on Report - on Dashboard but not Contact Table Etc. There seems to be no logic and that this is just the results of features coming one after the other while Date-filters never receiving focus as one topic.   This feature request is not about creating new Date-filters but only about making all the ones currently existing available everywhere, it is relevant to have them. In a nutshell, that means turning all Red cells below to Green.     Some of the smaller ideas this master idea is grouping under one roof. 2017, Use 'relative' dates for enrolling contacts and companies in workflows by @Daniel1  2017, Allow the use of relative dates in workflow... by @CCasemore (marked delivered but that's not fully the case) 2017, Filter using relative date values ("TODAY" etc.) by @Frank  2017, Lead scoring - Add the option to refine... by @laurao93  2018,  Sales workflows deal properties based on dates by @Peter-marketing  2019, More than filter for report timeframe by @krispag  ... ... View more

Hi there,    would be great having the possibility to build lists of companies. To date, we can create only views on companies and we cannot use them in Workflows (Company-workflows).   Cheers, Riccardo ... View more

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate.  ... View more

I'm currently needing to filter out contacts created from specific imports which are not to be attributed to marketing. Since they all share a similar naming convention, I thought I would be able to use certain keywords in order to isolate them on a list but it turns out you have to use the internal value which changes for every single import. My current list has over 49 filters and the number will keep growing as more data is pushed in on a monthly basis. Please make it possible to be able to use the text name of the import rather than just the random number allocated internally. ... View more

Our company has nearly 24 brand teams, so as you can imagine we have thousands of lists. We are always working to keep them clean, but it is a struggle.   The brand teams run a number of drip campaigns each month. For ones that are larger/more vital we have our sales reps receive an internal notification saying that a contact opened/clicked a link in one of the drip emails. This helps them understand who is engaging and helps them better prioritze which individuals to reach out to.   Instead of getting a million email notifications, it would be nice if the sales members could get a temporary list of everyone that has opened/clicked the email. That way, they don't have to remember to delete the list afterwards. ... View more

Hi team :)   *Submitting this on behalf of one of our users*   I want to create an active list with contacts containing a space inside the phone number (as the connecting VOIP relies on the correct numbers), but I cannot create an option 'space'. S ome phone numbers may contain spaces due to manual input from our sales department. We would like to remove those spaces.   Our VOIP integration 3CX however does not take into strange characters like "/" or "." or spaces, so it would be very helpful to be able to search for odd characters in properties to avoid error!   Thanks! ... View more

Goal: To create lists for the following use cases:   1. Contacts who have submitted on any form containing "ABM" in the form name 2. Contacts who have clicked any email containing "ABM" in the email name   Value added: There appears to be a way to refine the filter conditions by date and number of times for the form use case, but nothing to help refine the results using key words for neither forms nor emails. This is a huge roadblock for our teams as we have 50+ ABM forms and almost as 100 ABM emails that I need to show engagement for, and without this filterability I would have to create a filter option for EACH of the 50 forms and 100 emails within the list... I don't even think HubSpot would allow this many filter items in one list.   It would be really convenient to select a single filter that says "show me all the contacts who have filled out any form containing ABM" AND "show me all the contacts who have clicked an email containing ABM" and have it populate a list with just 2 filters, rather than 100+ individual filters.   Current refine filter conditions:   Suggesting to add a 'refine by' option to filter by form/email name keywords.   Roles impacted: product marketing teams who need to track their form and email performance/engagement, reporting & analytics teams who create those lists and reports ... View more

So I just looked at the workflow folder feature you added – thank you. HOWEVER, it has been my pet peeve that HubSpot is not consistent across the board (lists, workflows, emails, etc.) and this is just one example. For example: • Lists – you can tell by looking at my list view if the list is already in a folder and where it is used • Emails – cannot tell at all if any email is already in a folder or not, by looking at the email view  • Files – Cannot tell at all if the file is already in a folder or not, by looking at the files view  • Workflows - you cannot tell by looking at my workflow view if the workflow is already in a folder and where it is used There is one thing you are consistent, in regards to folders, is when you select an email, workflow, file or list to move it, a window opens up with the available folders. However, the list of available folders is NOT in alpha order which makes it hard to find the folder you want. ... View more

I want to be able to export Deals (filtered or not) to a list format (.CSV, .XLSX, etc.) so that I can use more flexible and powerful visualization tools, such as Excel, to be used in presentations.   However today when you export a list it will only contain information about the deal, it gives no context as to where the customer is located geographically (country, address), the type and quantity of products is related to a Deal and so on. This makes the whole exporting Deals functionality rather useless to me, because it gives me very little strategic insight.   These are some of the properties that I would like to include in a Deals list export:   Company: name industry type country city last activity date number of times contacted total revenue Contact: first name last name country address e-mail contact priority job title last activity date number of times contacted number of sales activities total revenue Product: product name/ID quantity (for each product) unit price (for each product) total price ... View more