Great minds think alike

During a call, I should have the ability to specify the reason for contacting a client. In a company, there could be multiple reasons to reach out to a client throughout the years. I want the capability to track and categorize these reasons efficiently. For instance, if I've already called a client five times for a specific purpose and completed that task, I still might wanna call them for a other reason.     While I understand that I can manually type in reasons during a call, I propose a feature that allows me to choose from pre-entered, predefined reasons for calling. Similar to selecting outcomes from pre-written lines, I envision the ability i should pre-enter a few reasons and easily select the appropriate one when making a call. This way, I can keep track of the purpose of each call and use that information for future reference.   Doesn't this sound like a great idea?         ...read more

Hello there,  We need to be able to track first time users in order to determine the effect of our marketing efforts on net new users.  ...read more

There needs to be a way for managers to view calendars and see the meeting details vs busy in Prospecting. ...read more

Currently, when payment notifications are enabled, all notifications are received by any user that has their payment notifications turned on. It would be great if we were able to configure the notifications so they receive them based on the records they own, instead of everyone. ...read more

A function for sharing several files simultaneously via a link would be an advantage in order to track exactly which file was viewed when and how. We use a separate tool to send offers, information material etc. bundled via a link in order to track which files have been viewed and how. Integrating this into Hubspot would be perfect, as the sharing of individual files already exists. ...read more

I am working on segmenting my contacts and auditing for data hygiene, and one of the steps I like to take is to remove folks who don't want to hear from us. They should meet one of the following criteria:   a.) Mark a marketing email as spam b.) hard bounce from a marketing email c.) of course - any opt-outs   I have been able to create an "opt-out" list, and that has been helpful. So that takes care of item c. However, I'd like to keep an active list of all SPAM reports and hard bounces as well so that I can investigate what may have happened.  I cannot be the only one who would find this helpful. Also, as I'm going through some refresher courses to make sure my HubSpot certifications are up to date, HubSpot encourages marketers to keep track of hard bounces and "mark as SPAM" report information as they send emails and build out campaigns, but they don't seem to give us the tools to be able to do that other than checking each email one-by-one (which I am currently doing).  ...read more

I have specific sizes and styles that I use for my email newsletter headers that are different from the standard ones in the 'Style' dropdown menu in the rich text edit section. It would be great if I could add my own custom styles to this dropdown menu to save me time when creating my email newsletters. ...read more

I think that giving users the ability to do custom filters for reports will make our work easier. Just now, I encoutered a problem where I wanted to make a report based on task and filter them by queue, however this is not possibile, it cannot be completed even with a custom workflow.  ...read more

Currently, when composing an email from a deal, it is not possible to select an attachment from the deal repository, only from the general repository (File Manager). This makes adding attachments to a deal quite useless. The only workaround now is to upload everything into the file manager, but that will be a big mess. it would be very useful if it was possible to add attachments to an email from the deal repository. ...read more