Les grands esprits se rencontrent

Es würde den Arbeitsprozess vereinfachen, wenn es eine Einstellung gibt die Leads deckelt. Sprich: Wenn ein Mitarbeiter neue leads bekommt und diese noch nicht bearbeitet wurden, sollen keine neuen Leads mehr diesem Mitarbeiter zugeteilt werden sondern die nicht bearbeiteten Leads einfach auf allen Mitarbeiter aufteilen. ... Afficher plus

Background - we do a lot of revigin prospects and clients marketing engagements with our sales team, and assign follow up tasks for people where appropriate.   At the moment, this is quote cumbersome to do in a consistent manner - to make sure tasks have the same title strcuture, so we can easilty track effectiveness.   One thing that would be really useful is the ability to create shortcut buttons. These could be set up to create a task using preset titles, it could be to add contacts to a particular list, or to trigger a workflow. It would allow us to customise some of the most frequent actions that we take on records, all with one click ... Afficher plus

I see that hubspot does track what i want (open rate) in the Sequence I just want that in an active list so I can trigger reminders and workflows with it.   ... Afficher plus

I want to be able to add customized default times in tasks. Currently, we have today, tomorrow, in 3 days, 1 week, 1 month, 3 months and 6 months. I want to add 2 months and be able to update it anytime we see fit. ... Afficher plus

While working on numerous conversations simultaneously (All open), it would be great if those assigned to me appeared in a different color. For example, the conversation I am working on is highlighted with a light blue and a blue line.   It would help if the rest of the conversations assigned to me appeared in a specific color so I could switch between them without misclicking on other convos, assigned to colleagues. ... Afficher plus

Currently Netsuite Invoices only sync to Companies.  It would be great for specific Netsuite Invoices to be synced with the Netsuite Opportunity that it was generated from and therefore sync to the associated Hubspot Deal.  Our company's use case has multiple order fulfillments to a specific company in a given year. Therefore, each invoice is associated to a specific Sales Order and specific Deal.  ... Afficher plus

App "Add A Line Item to Deal", after testing, unable to insert deal token to "Quantity". And the reason per Exelab (app provider) is "Currently HubSpot does not allow to insert token in numeric properties (such as Quantity)." Could HubSpot fix this issue? This app is the best solution for the companies who want to automatically load the deals to HubSpot with associated line items and qty. Thanks ... Afficher plus

My global website header has a main menu for the site. When a user searches with a keyword that is in a menu item, all of the pages come up in the results, since they all have that menu item in the header. For example, if one of my pages is about motorcycles, and there is a menu item "Motorcycles", when a user searches for motorcycles, every page on the website appears in the search results, because they all have the main menu. Can there be an option to exclude the global headers and footers from site search? That would make search much more helpful for our users. ... Afficher plus

It would be great if there were a quick filter here to see all workflows that use a certain property in the trigger.        ... Afficher plus