クリエイティブな才能を開花させよう

Would be great to be able to shrink or minimize the filter box when looking at an active list so that you can see more of the columns/information once you have set the list filters to where you want them. ...その他を表示

Regarding target account/company assignment there should be a way to cap how many target accounts or companies one person can be assigned ownership of.   For example, my client has SDR's that will be in charge of qualifying companies for salespeople. We would like to limit how many we task one SDR with developing at once so we can maintain a certain level of service for our clients and "quality of life" for our SDR's. This would also allow us to easily pull data we can use for making staffing decisions, such as how many additional SDR's need to be hired. ...その他を表示

As a CRM administrator, I need to identify & remove multiple contacts enrolled in sequences once the contact owner is deactivated.  It seems that there is no way to do this except to unenroll contacts one at a time.   When a sales person/user leaves the organization it is impartive that they are immediately deactivated in HubSpot to protect our intellectual property.  It would be extremely helpful if I could isolate/filter contacts currently enrolled in a sequence owned by a deactivated user & select all to 'unenroll.'  Currently, you can only do this with active users.   FYI - I contacted tech support & they recommended recreating their HubSpot account.  This isn't helpful as it would give the former employee an opportunity to login to the CRM - which is NOT something we want to do. ...その他を表示

Create a way to have the page a form was submitted  on similar to adding"utm_source" as a hidden field property in forms to show where the lead came from. it would be good to be able to add a field showing the page the form was submitted on. ...その他を表示

While dnd-area is a major improvement, I really hope HS product team takes a look at how this change is impacting legacy users. For those of us updating older templates into new themes with this new dnd_area setup - we're essentially forced to make new pages and redirect the old URLs (of pages built using flexible columns) to new pages we create for all content we want to have match our new site theme.    This is due to the inability to select dnd_area templates on older flex column content. Even with the improvements dnd_area gives, we shouldn't have to jump through extra hoops just to update older content to a current theme because of it. I would love to see this easy legacy content migration feature baked in to help prevent this in the future! ...その他を表示

currently able to filter on type and priority, would be good to have ability to filter on queue type too ...その他を表示

This applies especially to those selling ecommerce as a B2B storefront. When a contact buys something from you (ie from your shopify store). If they have a company affiliation, then the deal will appear on the contact's profile, but also AUTOMATICALLY under their company profile's deals.   This way, you can quickly see not only which contacts are responsible for the most deals, but also, which companies you are doing best with, if you are a B2B storefront, you will be able to better track which companies, in aggregate, are spending the most with you.   At this point, deals under the company umbrella need to be manually connected through contacts to give a snapshot of which companies are buying the most.   Thanks!   ...その他を表示

As a Marketing (Professional/Enterprise) user I would need to provide documents for the sales team. This can be brochures, sales presentations, various trade marketing materials.   Therefore, I should be able to view, edit AND upload documents to the Sales Document folder (without having to buy a $600 Sales Pro licence just for that single purpose).   Right now, as a Marketing Pro user I am restricted to view-only of the first 5 documents. I cannot view all documents if there is more than 5, and I cannot provide the sales team with any new documents, as upload is blocked. ...その他を表示

Hello. I'd like to call to Russia-based accounts but I have an issue with that. Russia isn't available to call directly from HubSpot nor via Zadarma app integrated to my account.  please help me to solve that. ...その他を表示