Great minds think alike

JPagnini · ‎Dec 12, 2021

When a calendar meeting is created for an agent of the company, the client is invited as well... it would be great if we could trigger a workflow that allows us to text the client 5 minutes prior to the meeting.

doritloli · ‎Dec 12, 2021

How a seo services can use crm?

NStamenkovic · ‎Dec 11, 2021

Hallo dear people here? I would like to use Hubspot for SALES but am not satisfied, with how does this thing, named software support the job. Actually i am a producer and want to know where could i find someone, who could do marketing and sales part for me. NOT ONBOARDING; NOT EDUCATING, but job, which has to be done with Hubspot.

EmbracingWhimsy · ‎Dec 10, 2021

Hi! Sure would be nice to have to a time option under the date level of detail for blog postings. Looks silly to have the :00 time addition and no easy way to change it for folks. Let's fix this! Thanks!

bscheerer · ‎Dec 10, 2021

Funnel reports are exrtremely useful for my business to get a sense of how deals are flowing through the sales process. It is extremely useful for resource allocation & planning. Report Required: - A deal count - For all deals that have moved through any given deal stage - During a specified period of time - REGARDLESS OF THE PIPELINE OR DEAL STAGE THEY CURRENTLY LIVE IN In my case we have a pipeline for each section of the deal flow with any number of agents assigned to each pipeline. Some pipelines take a half day to work through, others several weeks to months. I want to see how many deals have moved through each deal stage "this week" and "last week" but the reports are not true to reality as the deal is not counted when it is moved to the next pipeline. So the team that turns around their deals the quickest gets the worst reports. Our highest preforming teams get the lowest credit.

VisCapMedia · ‎Dec 10, 2021

Allowing us to pin forms at the top of a contact's activity feed would be very convenient for our sales team as they wouldn't have to scroll past a million emails to see the info on the form.

KYaquinta · ‎Dec 10, 2021

Our team asked to filter out emails with no campaign association so they could go back in and assign. This would be helpful to have in the future to organize projects within each campaign. Has anyone else ran into this? Especially since our team is new to Hub.

DSC1 · ‎Dec 10, 2021

jweed · ‎Dec 10, 2021

It would be helpful if the default properties could be locked so that all users have the same view.

MBarnes · ‎Dec 10, 2021

It would be great additional training and guidance to be able to embed sales email templates in a Playbook. The way we have our Playbooks set up there is typically a post Playbook action such as an email or a call. It would really help our team get up to speed faster if they could see the template within the Playbook. Another huge benefit would be able to use Playbooks within workflows. For example, if the workflow is logged create a task for sales to email blank or follow up in one week etc.

Great minds think alike

SMS Reminder Sent to Contact Via SalesMessage Prior to Meeting

Idea

Interest but NO SOLUTION

Add Time Display Option to Date Under Content Listing of Blog Postings Please

Funnel Report - filter tweak required

Pinning Forms in Contact Activity Feed

Filter Emails With No Campaign Association

Have a window to drag and drop attachment without having to browse or upload to a company record.

Lock Sidebar Properties

Embed Sales Email templates In Playbooks & Allow Playbooks To Be Used In Workflows

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