クリエイティブな才能を開花させよう

We have a set of standard rates we have loaded for creating quotes. This works for most companies / clients that are on our standard rates.   However, some customers have their own negotiated rates. To accommodate this, we currently have to manually adjust rates for such clients when we do a quote. Thus, we have to refer to a spreadsheet to check their unique rates and make the adjustments in each quote.   It would be good if we could have an easier way to pre-load rates and associate to a customer.  i.e. when I 'create a quote' in a sales record that already has a 'company' associated to it , the quote will pick up the specific pre-assigned rates for that 'company'. This would mean no need to refer to an excel sheet and make manual adjustments.    We could just create new line items for each individual rate by 'company' but that has other implications. ...その他を表示

Hi team! Just wanted to raise this feature for a customer. Currently, for HubSpot forms, we need to manually add the user's email into settings for them to receive notifications. This is a problem when: -Company has a lot of forms - User leaves the company There is no simple way to see if the user's email is still being set to receive form notifications other than heading into each form separately. We need to have a "form overview" page for the above, thanks! ...その他を表示

When one of our staff members calls out sick or on emergency leave, we would like to have a way to prevent them from getting any more meetings scheduled for that day.   We used to use Calendly, and there was a way to change one person's availability to simply be unavailable for any specific date you choose. This then prevents customers from booking a meeting with them through any round-robin or one-on-one link, all in one go. I haven't found anything similar for HubSpot Meetings.   It looks like you could: 1. Go through each of the staff member's one-on-one scheduling pages, set them to a specific date range rather than a number of rolling weeks, and make sure today is not included in that date range. 2. Remove them from all round-robin events temporarily. But, that's messy and cumbersome and runs the risk of forgetting to put everything back to normal later.   The best solution seems to be for the staff member to put an out-of-office/busy block on their calendar itself, which should work fine for most circumstances. But if someone is, say, without internet access for some reason, they may not be able to do this, and we'd like to have a backup plan within HubSpot.  ...その他を表示

Most (if not all) of our customers use Outlook including the calendar to manage their schedule.   I'd like there to be some way for for our customers using bookings to download a .ics file with meeting information so they may add it to their calandar.   Example: ...その他を表示

Our company would like to be able to move the Associated Company and Associated Contact fields to the top when creating a ticket.  The first thing we ask a customer when they call in for support, is what company are you with and what is your name.  We have to scroll all the way down to the bottom of the create ticket section before those fields appear. It would be very helpful if we could move those fields to be the first two fields when creating a new ticket. ...その他を表示

The social media management tool is great, but I would love to be able to update all social media platforms when I make changes to one of them. I am unable to see the same changes on all of my posts when I change something on one of them.  ...その他を表示

Currently you have the option to edit steps in a sequnece and change the type. The one thing you cannot change the type to is an "Autmated email". The workaround is to simply delete sequence step and create the new automated one. I would find option useful as there are limitations in tracking with a manual email and i had a need to switch. ...その他を表示

CONTEXT: Right now, if an email bounces or someone unsubscribes, you see a message ''There was an issue sending your email'' on the record. But on the left bar, the email is unchanged. You can still write to that person and get no warning.   It should be very clear when an email is unsubscribed or bounced.    REQUEST: When an email bounced or is unsubscribed, on the left panel in the contact record, the email now appears in red (Could be a different color for unsubscribed and bounce, but something clear. Red/yellow?). When you select contacts to write an email to, if that email has bounced or is unsubscribed, the email address appears in red and the message can't be sent to that contact. When you create a contact list for marketing emails, the email that previously bounced or that were unsubscribed are not included in the total of the list and the message is not sent to them. You can see a report of the number of contacts matching your criteria but that are unsubscribed or previously bounced. All those features reset to normal when you edit and save the email address. ...その他を表示

CONTEXT: When you make a contact INACTIVE, it's not visually clear unless you check the status line. It should be more clear so you don't lose time contacting him and you know, for example, that out of 6 contacts in a company you actually only have 2 that are still active.   Move visual = More instinctive and faster   REQUEST: A contact that is INACTIVE is easy to recognize visually. It appears in black or an other color in Hubspot, so you know instantly that's an inactive contact, without needing to click and open it: The full line of that contact the contact record page is black / other color. The contact card on the rightside from a contact's record page is black / other color. If you get inside the inactive contact's record, the top left square with it's name and info is black / other color. A contact that is INACTIVE can't be manually interacted with unless we make it active again. (Can't add notes, contacts, write emails, etc). (Could be a choice in settings) When you filter the contacts record page, you can see or hide inactive contacts. ...その他を表示