Great minds think alike

For any ICs that help provision Contact-record layouts --   I currently work at a company that has two distinct buyer personas with completely different descriptors, inputs, deal types, etc. and, as such, I want our reps to be able to Customize each type's Contact record layout to meet their respective needs. If added, this would be immensely helpful in letting reps at all companies get comprehensive and targeted persona-based Contact record layouts for faster and better prospecting. ...read more

We are trying to allow one user to buy a license for up to 5 people to register/attend a training for our program. One person would be purchasing the licenses but we would need all the people's information to register them for the training they paid for. We aren't able to do this through the form we are using right now as only one contact can be made through form submission. For now we are contacting the purchaser manually and communicating to them that we need everyone to fill out an individual form and it makes the registrations quite laborious and hard to get consistently. We often have the problem of the day of training people are not registered and are frustrated having to register the day of the training and even end up being late to the training and miss crucial points.  If there are any plugins that can help us sign up multiple people for an event without having to manually interact with them we would be happy to use them, or if we could somehow accomplish this through the built in tools of hubspot that would be even better. Any Ideas? ...read more

Role: Sales, BDR's and role that is sending emails to contacts Goal: To automate the tracking, logging and reporting of emails sent via Sales Navigator Value: Many sales folks are using Sales Navigator to interact initially with contacts and these emails are not logged as sales activities on the reports.   Example of an email that was sent, however is not logged and thus not tracked on any Sales Analytic reports.     ...read more

We use a call routing system that already delivers a consent message that the call is being recorded.  We would like to record calls in Hubspot without having to deliver that message a second time through your system. ...read more

Creating this idea on behalf of a customer.    This feature would be helpful for marketing teams to have a list of all contacts linked to an entire Facebook Ads account.   Currently, the only filters available relating to ads, would be the ones listed here so HubSpot does not currently have a way to create a contact list to filter for an entire ad account.   While it is possible to filter by an entire ad account using custom reports, having the ability to create a contact list with this filter would be much appreciated! ...read more

It's amazing to auto-create deals based on triggers. But would love to auto-delete deals and tickets after a certain amount of time or based on a trigger. Now we're overloading our boards. ...read more

It's great that we can set sales targets as a quota for an entire team. (Settings | Tracking&Analytics | Goals)   However, there is no possibility to add the team-sales-quota to any report. Only sales-quota per person can be seen in any quota attainment report.   Therefore, I suggest adding this functionality to the report in Report | Sales Analytics | Quota Attainment.   This would allow my clients to manage the sales performance of a sales-team, based on a team-quota. ...read more

As I am building a sequence I noticed that when I added a call task, I can only add a 'task title' there is not a space for the notes...   Am I doing something wrong or was this function deleted? Can I go back to the old sequence builder... or am I stuck??? Any suggestions??? ...read more

Hello, One of our KB users has asked if there was a way to "favorite" or bookmark an article for easy viewing later. I think will add tremendous value and most of us likely use the concept regularly in other sites.   Thanks, Bob Kopman ...read more