Great minds think alike

As a real estate brokerage we have many contacts (think lenders, attorneys and various contractors) that are shared among our agents (Users) and thus require an "Unassigned" status for HubSpot owner. That's fine in that everyone can access the contact, but ABSOLUTELY not fine that everyone can see every conversation. These conversations may contain private information.   We need to be able to assign multiple owners to a HubSpot contact and have permission rights flexible by owner. Ideally, even though the Contact is "visible" to multiple Users, each User would only see the conversations that included them. Ultimatley, without an ability to allow multiple users to "own" each contact and then only see their conversations, the value of the tool is significanlty lessened for us. ...read more

It would be extremely helpful to be able to list more than just 100 rows of records under contacts and companies. This would be helpful when filtering specific info. ...read more

Hello,    Contacts/Companies/Deals index views have helped to replace Excel spreadsheets and allowed us to update properties directly from the index views.    Unfortunately, at the moment it isn't possible to draw attention to specific values or use RAG ratings, which would be extremley useful in order to help us prioritise or highlight specific contacts/companies/deals.   Would it be possible to associate a RAG ratings/colours with specific values, visible on index views and reports.   King Regards,     ...read more

Hi,   I think that a CRM which wants to be compliant with credit card rules should have the possibility to redact the full CC number when a customer decides to send it.   We have already in place warning messages and despite this sometimes customers are still sending us their full CC digits.   This is not PCI compliant and we would like to have the possibility to redact the text on an email or web form when this happens as deleting tickets is not customer friendly.   I cannot believe that this was not thought before. Zendesk has this possibility. ...read more

I would like to know if there can be a button that is dedicated only for closing the ticket. Right now we have to go through 2 clicks (and scroll occasionally) to close a ticket/update the status to closed.     FEEDBACK FROM HUBSPOT SUPPORT: Phoebe from HubSpot Aug 9, 2021 6:47 PM Hi Jesus, Thank you for contacting HubSpot Support! Currently, the most efficient way to close a ticket is going to require those two clicks to be taken: status > switch to "closed". That said, I absolutely understand the value in improving the efficiency there, and will be sure to make note of this feedback for our product team. I also would encourage you to suggest this in our Ideas Forum if you're inclined, as that's the best way to give feedback directly to the product team in charge of those features, and also garner support from others in the community. Let me know if you have any questions on that! Kindly, Phoebe ...read more

Hi, really need a basic traffic analytics report, that will allow you to see conversion rate (submission rate) per page with amount of pageviewsAND the ability to filter/exclude some lead forms. Reason - we have support lead forms and sales lead forms, and we are trying to discover SALES FORMS SUBMISSION RATE. After speaking with Hubspot support, currently this is not possible, this is a basic report. ...read more

I think it would be really beneficial for HubSpot users is we could track customer journeys that began from our social media posts. That way we can see which platforms and post types are better targeting our actual customer persona, to help us increase our growth metrics. ...read more

Hi there,  I noted that on Android system, in the Hubspot app I am not able to add comment on task, notes, meeting, ecc...  I can instead do that on the iOS version.  PLS find screenshots attached ...read more

Hi, In the Hubspot mobile app, there's a great "business card scanner". Very nice function, scan a card and create the person directly in Hubspot. Only, nowadays, almost no one carries a business card anymore. They use their LinkedIn QR code! So would want to have the choise of scanning their LinkedIn code instead. The code can be found in the searchbard in LinkedIn. And they have a function either to scan a code or show your own.  There is a potential to scan 1. Business cards with Hubspot App. or 2. Scan LinkedIn QR codes with LinkedIn, then save to Sales Navigator, then linkport or something to Hubspot. But it would be better to have it all in one, and directly to HS from the app, to make better use of the Hubspot app as well.  ...read more