Les grands esprits se rencontrent

There is no easy way to filter and delete such tasks. The filter not assigned does not work properly https://share.vidyard.com/watch/PRt3ktRZAJ9YNX6hURFKSo ... Afficher plus

The fact that you can't automatically push a deal close date by a set amount of time when the close date is there but the deal is not closed, even on enterprise, is quite detrimental for users.  This is pretty basic functionality for a CRM available in operations pro...  ... Afficher plus

I would like the ability to setup permanent filters for inboxs   one use case is as follows   We have a 3rd party LMS that has all or nothing notifications settings. When turned on ALL notifications are sent to the configured email address. I would like to be able to filter some of the emails from this system so that they go straight to the filtered folder in the conversation inbox. e.g. Filter WHERE  domain is a@b.com AND subject contains 'online training session' etc.   It could be argued the 3rd party software needs to lift their game but the functionality as described could be used in lots of scenarios within HubSpot 🙂 ... Afficher plus

I would like to use our HubSpot audiences in DV360. It would be great if this connection can be made. ... Afficher plus

Hi team! I LOVE the new Sales Forecast tool. Congrats 💥    One suggestion to make this tool even better would be to show the TITLE of the NEXT ACTIVITY associated to each deal.   We can see that a next activity is scheduled ('Next Activity Date') but don't know what the activity is unless we click into the deal.   Currently, my reps can write a 'Next Action' for each deal in the forecast view.  This is great, however in my experience, best practice is assigning a TASK for each next action.  Thus assigning a Task and updating the 'Next Action' property is redundant.     I suggest creating a new Deal Property called 'Next Action Title' - or similar 😉   This property would show the title of the next actvitiy associated with the deal.   Forecast View: https://www.screencast.com/t/VUxKwAGves   Deal View: https://www.screencast.com/t/pZVBJO0cF   Who is the feature for? Sales Managers What is their goal? Efficient Pipeline/Forecast Reviews What value will this add? Save time for Reps AND Managers when preparing/conducting reviews ... Afficher plus

It would be great if it would be possible to optionally add a custom name to the revision and then have some way to search.     ... Afficher plus

Hi!   At our company, every product has a unique number, basically like any other product nowadays. Our product (bikes) can be resold quite easily and the number we use is internally linked to the history, warranty etc. of the bike.   So, when the service team creates a ticket and submits a number that alreadys exists on another ticket they want to be made aware of that. Either via a notification, email or maybe even a warning text below the field in the "create ticket form".    I've been looking into this and can think of more use-cases, like RMA numbers, to easily identify product related issues etc. But HubSpot simply can't do this at the moment as it misses an option to "check if value already exists in other records".   Anybody else who ran into the same issue?   ... Afficher plus

We would like to be able to have a sequence or workflow trigger when someone follows our HubSpot meeting booking link, but then abandons the page.  We'd like them to have a reminder sent via email (if email is known) stating something like the following:      At the time, Support told us this was not possible.  They were very helpful and tried to offer a workaround, but we remained confused because a HubSpot sales rep had sent us an email doing this very thing.   If anyone has advice, please let me know.  Thank you! ... Afficher plus

REPOST from another submission I just found:    Using company lists as inclusion/exclusion rules on contact lists would be a game-changer. Sometimes we have extensive lists of companies excluded from contact lists, but instead of being able to create a company list (based on an import) and having that be an "associated company is not a member of list X" on a contact list, we have to paste each individual company name as a value in "company name is".    It would be so helpful to build a contact list where I could say "the contact's associated company is a part of X company list" and it would take all of the contacts for that specific company.  ... Afficher plus