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For Rep activities EMAIL - there is currently no way to filter out the 1:1 Automated Sequences vs 1:1 email communication.    Adding this as a filter would make EMAIL reporting more accurate. ... Exibir mais

When a critical property has had certain values edited or removed, we need to be able to know who & when. Ex: a new value was added to a property and as a result, existing values for 2700 contacts where overwritten by this new value (that wasn't approved and we've now list data on 2700 contacts). Knowing who and WHEN this happened will help remedy the issue. ... Exibir mais

After marketing emails are deployed, we delete the static lists used to ensure we don't hit the maximum number allowed. But once that is done, the "Included lists" on the deployed email no longer shows the name of that deleted list and we can't tell who it was sent to. It would be helpful to our marketing and operations teams to still see the name of the list included (even though it won't be clickable to the deleted list) so we know who the audience was. ... Exibir mais

We know from our analytics that we get better engagement when we alert other parties to our post via tagging. Please allow us to tag users, eg in Twitter, when posting photos, videos, etc. ... Exibir mais

In order to keep track of the usage of the Knowledge Database we need to see who is registered to view Private / Confidential Content. No such functionality is currently available on HubSpot. Additionally it shall be possible to switch off the notification function connected to the selction of a respective User List. -> Publishing new articles certainly doesn't require to everytime send out email notifications. ... Exibir mais

We offer products with monthly prices. Customers can pay monthly or make a one-time payment, where they pay the total price of the fixed period, e.g. 3 month.    Settings for monthly payment: Produkt: A Period in month: 3  Billing frequency: monthly price per unit: 3986,50€ total price in quote: 23.919€   We can change that individually in the quote by editing the price, changing the period to 0 and choosing one-time payment.   New Settings fpr one-time payment: Produkt: A Period in month: 0 Billing frequency: one-time price per unit: 23.919€ total price in quote: 23.919€   Like this, our quotes are missing the information about the period. But by leaving the period at 3, the customers may think that they will have to pay that total price monthly.   Wouldn't it make more sence to leave everything as it is and only change to "one-time payment", so that the system calculates the total price itself?    Recommended settings: Produkt: A Period in month: 3  Billing frequency: one-time price: 3986,50€  total price in quote (automatically calculated): 23.919€   This way, customers would know that they are paying the total price for the shown period.   P.S.: We dont use the Payments Tool from HubSpot. For us its just about the way the information is presented in the quote. ... Exibir mais

Currently on the RHS of a customer I can see a selection of deals and if I want to see all I can click associated deals  It would be really useful if I could set rules on what I want to see there. I currently have a customer with 7 deals showing but only 3 are progressing but as they are sorted by close date the ones I need to access repeatedly are at bottom and I don't really want to see them anymore  If I had a way of filtering the criteria of what shows in that area i ... Exibir mais

It would be really useful if you could create one quote for multiple deals  If you had the opportunity to create a quote at a customer level and then associate the costs to the different deals you would be able to give the customer one quotation, at the moment if I have a trade seller selling multiple things and want to quote I have to do multiples from each separate deal  ... Exibir mais

It would be great to be able to create a list based on activities, the same way you can create a list based on Companies, Deals, or Contacts.  ... Exibir mais