Great minds think alike

I continue to recieve feedback from reps that the activity feed makes it impossible to see what's going on in an account.    Some solutions you (hubspot) could employ:   1. Allow for easier filtering of engagements vs sales activities.  (ie be able to filter outbound/inbound emails) 2. Allow for feedback / QA directly on the timeline either with an ai chatbot or little cta to chat with hubspot support. that would be huge-- someone that can help coach them on using the timeline where they don't feel embarassed reaching out to a colleague for help.  3. Summaries of activity. ie shows overview of what's going on aggregated and summarized from an activities standpoint. 4. Allow Admins to set default views in the activity timeline. alot of difficulty using the timeline stems from the lack of adoption of your activity feed filters. If the admin could reccomend some presets that would be huge.    thanks for reading, feel free to reach out or comment with questions. This is a major issue right now with hubspot. ...read more

I am working on conditional properties on the contact page. And am running into an issue because you cannot have values for 2 properties. You can only have 1- which is very limiting.   In an ideal world it would be helpful if the value for 2 properties is set to a specific value then show the conditional property.   Becase that feature isn't available have to find a workaround. ...read more

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Hi there,   We need the bility to restrict certain Contacts/Companys/Deals to certain uses only, for the purposes of Insider Information.   We already utilise the Team permissions but need the ability to restrict specific Contacts/Company/Deals that may be subject to Insider Information/Marklet Abuse etc.   Another option (if feesable) would be a 'restricted list' where the deals/contacts/companys on that list were restricted to certian users that we could determine. That would also require the ability to have mulitple restricted lists.   An urgent fix to this is desperately needed please! ...read more

We would like to have a document set up as view only (people can view but not download). ...read more

So to start, I am loving the new record source property, however, there is no way to manually update this field, which normally there wouldn't be, except for a few instances.   One of them being.. We have some clients where we implemented a system that populated a custom property for Lead Creation Attribution before record source was a thing. We have a list using that property to filter a lot of reports. The issue is, with the new record source property, we no longer need that property and is now redundant. But because we can't manually populate the Record Source values for anything that didn't get populated in the Hubspot backfill, we now have thousands of contacts with no record source and no way for us to manually update that information when we do have the data needed to update it. We are doing a CRM audit and removing properties that are no longer nessecary but because the backfill only went back so far, we can't populate the missing Record Source information meaning we now need to keep our custom property for reporting purposes, even though at this point it is kind of redundant. ...read more

Hello,  We have an app and send emails to our customers when there is a new app update.  We'd love the functionality to have a button labeled "Update Now", and the button could determine which device the recipient of the email has and direct them to the App Store or Google Play based on their device.  ...read more

Atualmente está liberado o uso de 10 TAGS para Negócios, e sugiro a liberação de mais TAGS para serem utilizadas. Hoje elas são muito úteis para marcar cards nos pipelines e conseguir diferenciar as situações/características desses Negócios. O aumento de 10 para 15 TAGS já seria muito útil! ...read more

Please consider creating a global setting that will allow me to set a company and all its contacts to inactive...not a custom field I make.   This seems like super common sense, and others have requested it multiple times in the past. It just makes sense. For a number of reasons like the company folded, it's on the naughty list, or many  other reasons, I should easily be able to go up to the actions list on a company and set to Inactive so I no longer see it in my list of companies. A great subsetting would be And the Contacts?; a box I can check under Set Company Inactive tht gives me the option to blanket deactivate all the contacts associated with that company. Is there a legitimate reason this is not already in HubSpot? ...read more