Grandes mentes pensam igual

Would be great if for every deal split created a deal collaborator was also created as they are similar but not the same as some may have a collaborator but not a deal split as they are under the same team.    Either this or allow a custom view to be created where you can filter who the deal split was assigned to as currently you can only filter by if a deal split has been added - you can see this in reports but extra layer of visilibility in the deal views would be great so users don't have to go looking for the report.  ... Exibir mais

Can this feature be reviewed to allow us to manually enter the deal amount rather than having to work out the percentage of the deal amount - we work from quotatations with actual figures so we have to manually figure out percentage.  ... Exibir mais

Quite simple idea and should already be a feature, there is no intuitive way to enroll a given object (company, contact, deal, ticket, etc.) on the minute or second a given date property is equal to "Today".  Example: Deal has "License Start Date" = 21st of September. The workflow enrolls on 21st of September 00:01. Same would be ideal to have as a part of branching filters in "Matching criteria"-branches.  This should be fairly simple and would also alleviate a lot of the needs for "Todays Date" properties ... Exibir mais

Hello,   I would like to suggest an improvement regarding document sharing in HubSpot. Currently, when we share a PDF document via HubSpot, prospects always land on the first page of the document. However, in many cases, it would be more relevant to direct prospects to a specific page of the document. For example, by simply adding "#page=70" to the end of the URL, they could be directed straight to page 70.   Is it possible to consider a feature that allows setting the landing page when sharing the document? This would greatly enhance the user experience and increase the effectiveness of our communications.   Thank you for your attention and your work on this platform.   Best regards, ... Exibir mais

We so value the ability to create and set custom properties on workflows; it helps us keep our workflows organized in a way that folders and standard workflow properties cannot.   The process for editing a workflow property, however, is quite convoluted and limited. Currently the only way to set/edit a property on a workflow is to go to the index listing, check the box/es for the workflow/s you wish to edit, and click the "edit" icon at the top (same as you would to bulk edit on another object's index page).   Ideally, we would also be able to edit workflow properties via some or all of the following actions:   When writing or editing a workflow description in the editor Under File > Organize in the workflow editor menu OR under Edit in the workflow editor menu When clicking the "More" dropdown next to a workflow on the index page When clicking the "More" dropdown on a workflows details/performance page ... Exibir mais

Maybe it's just me, but the report on the bottom of the email "Performance" page that shows the percentage of opens by email client seems completely useless. What is one supposed to do with that information and does it matter in 2024 what email client people are using? Maybe someone could explain what I'm missing or maybe HubSpot could just get rid of this and give us something else that's more useful like type-ahead features for field entry on forms. ... Exibir mais

Please enable Deals to be created from HubSpot form submissions so that when we use forms for the sole purpose of creating a deal, we do not have to create a Ticket and a Workflow to automate Deal Creation process.    As a HubSpot user (Sales, Marketing, Customer Support) I want to have the ability to add 'Deal' properties on a 'Form' creation or edit (Marketing > Forms > 'Create Form' or click on the 'Edit' button on a form) so that   when a 'Deal' property is added - I am prompted to acknowledge that a 'Deal' will be created if this property is used (just like it does for Ticket) If the user clicks 'OK' to proceed, the 'Deal' property is added and any submissions of the Form will result in Deal creation helping users build Deal creation intended forms and removing the unnecessary need to have a ticket created, a new field value defined, and have a workflow automation to use these new definitions - just to create a Deal ... Exibir mais

Overview Add the ability to create a property group that dynamically populates a card on the contact page, specifically to display offline event attendance records. Purpose To provide a quick, consolidated view of a contact's offline event attendance history directly on their contact page. Proposed Functionality Allow users to create a new property group specifically for event attendance. Enable the option to display this property group as a dynamic card on the contact page. ... Exibir mais

There is no option to change th privacy policy hyperlink (see underlined on the screenshot). The privacy policy that shows up is HubSpot's but I need to add my own. Please update this HubSpot.   ... Exibir mais