Grandes mentes pensam igual

As a leader, manager, business owner, etc. with multiple employees, it would be very helpful to see an agregated activity feed from all users. Navigating to a clients profile to see if an email was sent or a task was completed for people on my team is time consuming and manual. The activity feed is perfect, except I can only see activity from my own user account/profile. ... Exibir mais

First, the change to the help button should be reverted, or at minimum, provide users with the capability to revert back. Two bugs;   1) You click anywhere else in HS, it closes your chat and you need to re-open from the beginning to get to your message. 2) You minimize chat, but the help button is fake, it doesn't actually open the chat.  As for the Lifecycle Stage 1) The incapability of assigned company-based workflow at the deal closed lost pipeline section makes it impossible to prompt a user to make a manual change to the lifecycle stage of the company record. 2) Due to lifecycle stages progressing only forward, you cannot write a workflow that changes those stages back to lead once an opportunity is closed lost. Recommended changes are to leverage poor CRM and data management: 1) To reset the lifecycle stage and wipe completely, losing historical record  2) To create a further lifecycle, when in reality the account should be regressing to the initial stage (See forum responses here: https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Best-Practices-for-Moving-Lifecyles-Ba...) Consider changing, please.  ... Exibir mais

It would be great if there were separate toggles controlling a Users ability to edit Properties and to Cre ... Exibir mais

When scheduling in posts from your social media accounts it would be good to be able to schedule videos as well as the images etc that you can currently. Video is getting so much more traction now it's crazy that this isn't a feature already! ... Exibir mais

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. ... Exibir mais

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when leads are qualified in the deal stages?"   We typically explain that, Yes, you can, but really you shouldn't, because they aren't truly pipeline at that point, etc. But everyone wants to do this because they understand the board a lot better (left to right = progress).    So I'm suggesting we get a board view based on lead status! People understand that. They get a lead that's new on the left, and they have to move it to qualified on the right. Progress! Let's do it!    To underscore my point, no matter the level of operational ability, if you see one thing being used in HubSpot, it's the deal pipeline - everyone gets it, and that's the thing they keep updated. Lead status is rarely used, unless they have BDRs/SDRs and a clear handoff to an AE OR they're more sophisticated.    (while we're at it, if you just copy the pipeline process deals, we could get required fields too!)   ... Exibir mais

Once you log the email to a record in Hubspot, a clickable link should be generated and display on the email record (at the bottom, for example), so that you can directly navigate from an Outlook email (while in Outlook) to the associated record(s) in Hubspot.   Example: Microsoft Dynamics has this feature where you Track the email to the CRM and Set Regarding to a record (contact, opportunity, etc). Once you do that, a banner appears at the bottom of the email window with a link to that record. If you click it, it opens the record in the browser.  ... Exibir mais

Possibility to send marketing emails using company contact lists. Today you can only use contact lists based on contacts and not company contact lists e.g INFO@XX addresses. This means that you cannot use contact lists for email marketing that only contains email addresses connected to companies but instead you have to use contact lists based on individuals within a company.   THIS LIMITS THE ABILITY TO SEND MARKETING EMAILS TO LARGE AMOUNTS OF COMPANY EMAIL ADDRESSES USING CONTACT LISTS.   Solution: When choosing reciepients for a marketing email you should be able to choose a company based contact list. ... Exibir mais

In building out a Marketing Campaign, we're adding tasks to our calendar. When adding a task, the Notes field is very helpful in allowing us to add in details about that task.   However, when that task is saved, it automatically double-spaces everything, making it extremely difficult to use this field for anything other than a paragraph. Lists, etc. are all formatted with that additional space and therefore not very helpful in this format.   How it looks when editing the Notes: How it looks in the actual calendar when saved:   It would be extremely helpful if that automatic formatting was removed so this Notes field on Tasks could be more versatile. ... Exibir mais