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As a sales rep I want to prioritize my work based on the overall priority ranking of a deal. Hence, when I create a task it would be convenient if you would Automatically assign task priority with same priority as the associated deal's priority.   This will help me prioritize work more effectively and in the end be more successful. ... Afficher plus

To give some context on the request, our sales team has a form that they have to fill out every time they do a demo for a customer. This form is called a "Demo Fact Finder". When they fill it out it will fill in certain "properties" in the customer's HubSpot contact record. I'm trying to make it easier for the sales team to access the form within the customer record. For example, somewhere within the contact record, they click a button, and the "Demo Fact Finder" pops up for them to fill out and submit. Currently, they have to pull up this form in a separate tab and I'm trying to help the sales team work smarter, not harder. ... Afficher plus

When looking at influenced revenue, data from contacts "enrolled in associated workflow" is accounted for in the influenced revenue.    This should be removed or updated to "completed associated workflows". For instance, a contact is enrolled in a workflow with an email. The email has not triggered, there is nothing received by the contact, they have simply been enrolled in a workflow - attributing the revenue to the workflow without any real action from the contact is not really influenced revenue. The revenue should ONLY be applied after the contact has completed the workflow.  ... Afficher plus

At the moment when viewing a list about 1/3 of the screen real estate is premenantly dedicated to showing the "Filters" . Once we have set the list filters we are actually not that interested in seeing them again and want to focus on the contacts IN the list.   This is espescially problematic on mobile where the List display is basically unusable.    We run a lot of events and have sales reps wanting to log in and check the list on their phone for that event - did my prospect register, who is coming from X company is there any VIPs on the list I should be aware of etc etc.   It would also be great to be able to "Save view for all" rather than just as "My defauly for this device". As we have to run though column customisation for all new starters on all their devices.   It looks like the new Beta with inline editing is heading in the right direction BUT the view breaks in landscape mode on most of my teams phone and no contacts are visible. ... Afficher plus

I would like to see an update on email marketing. According to support, it is currently not possible to control multiple contacts simply by using the preview function. It would improve the quality of the mailings if, for example, all contacts from the list get a preview to click through. Especially when addressing via workflow, possible errors could be detected this way. Otherwise this is not possible with a larger list. Would be awesome 🙂 ... Afficher plus

I'm missing a feature, where I can assign a specfic user with the same color across different reports. This will help me to quicker identidy a person when looking at a dashboard with multiple reports. ... Afficher plus

It would be great to have the ability to move order of properties in the deals creation form when we linked properties to a logical pipeline.  ... Afficher plus

We use HubSpot as a sales CRM and one of the best features is email tracking. However, whenever I click on the email in my inbox, or view the email in HubSpot, it counts as a 'read'. This means, within sales, we can't trust the data and use it as a tool to measure engagement.  Speaking to support, the only way to stop this is by blocking your IP, however my IP changes regularly, given I'm in the office, working at home or 'on the road'. As such, this is not a viable solution.  Given I have the HubSpot Sales Outlook desktop add-in, wouldn't it better to implement a solution, within the add-in, that disables self open 'reads' whilst using that computer? ... Afficher plus

What is the recommended method for tracking milestone activities that are not as high level as a Sales Stage but are still necessary activities to track/report on? For example, we have a Qualification stage that includes prospects anywhere in that stage. It would be helpful to be able to track and report on when the deal has completed the activity of having a Qualification Call. In that same vein, we have a proposal stage that includes all prospects in that stage, but we would like to add an activity for when the proposal was sent and be able to report on that (to see how long it has been since we sent the proposal).   Does the development team have any plans to create an “add activity” feature to deals to allow us to customize and add relevant fields? I see at the deal level you can “add” data via every tab within the deal except for the activity section.    ... Afficher plus