Las grandes mentes piensan igual

There should be a way to add teammates to meetings as optional attendees where the only calendar that gets considered for scheduling is the organizer, but other teammates would get the invite and come to the meeting if their schedule allowed for it. There is already a "check availability" toggle in place, but apparently it only applies to whether a calendar is connected or not. Why can't I just say I want this team member added to the meeting but DON'T check their availability?   To expound, we have a meeting link for personal demos of our product. The organizer is our CEO, but he wants our VP of sales invited to each demo, regardless of the VP's calendar availability. If he's available, he will attend. If not, he won't. Very simple. Being able to add him as a team member on the meeting but forcing us to consider his calendar takes away potential timeslots from the prospect, and we don not want that. We also want this process to be automated, so it's not something our CEO has to go manually do each time someone requests a demo.  ... Mostrar más

For Sales teams to enable sequences in workflows which encourage a call booked through a meeting that directly matches with the contact owner.  ... Mostrar más

I'm trying out the new multi-step forms. There are several problems: 1) The most disturbing: when you go to the next step, the screen does not return to the top to facilitate filling. 2) We cannot modify the display size of the widget on mobile except error. I would like to reduce the margins on the sides on mobile, but also at the top and bottom 3) another annoying UX problem, the inability to distinguish the customization of the “Previous” and “next” buttons. It's good to give the user the option to go back, but it would have been nice to put it with a different UX. Aesthetically, on mobile it's not very beautiful (the 2 buttons of the same color) and above all you can quickly make a mistake by going a little quickly and clicking on the "previous" 4) it is no longer possible to personalize the style of the labels (for example to make the labels bold) unlike the old form. 5) it is not possible to center the images 6) Finally, I would like to integrate telephone appointment scheduling directly at the end of the form. How come this is not possible. It's really annoying. It's really surprising that features of the previous Forms have been abandoned and especially that this new Form tool has not been more designed for mobile for release at the end of 2024. Is it possible to make these technical adjustments? Thank you in advance for your answers. ... Mostrar más

I would like to suggest the addition of a Search Function that Admins can point at particular fields. It would be represented as a standalone fuction on a card.   Scenario:   I have a client who has a list of brands they work with in different categories. Those brands also have sub-brands. We cannot use company associations as they often have no direct involvement with the companies themselves, or the Company is not necessarily representative of the project. E.g. Hotel Chain Head Office is associated with the Deal, but Hotel Chain Sub-Brand 1, in a particular location, is where the sale is made. And Hotel Chain Sub-Brand 1 does not have it's own Company, because they operate purely from Head Office. So we have:   Categories - 12 Brands - Approx 20-30 for each Category Sub-Brands - Approx 10-30 for each Brand This is a minimum of 2,400 drop-down selects, maximum of 10,800.   Ideally we would like to be able to search the two fields together, Brands + Sub-Brands. Selecting the relevant category already conditionally surfaces the relevant Brand column, however one must know the Sub-Brand is part of the larger Brand group. Sometimes this is obvious, but more often this is not. Sales Teams are not always aware the company they are working with is a sub-brand of a larger group. The search function could work thus: - Category is selected - Brand + Sub-Brand boxes appear (an option of what properties to surface/display configured when setting up the card) - Search box appears above these two properties - Type in "Hotel 123"  - Search looks in both Brand + Sub-Brand  - Checks the option from the Sub-Brand property that matches the search, because "Hotel 123" exists on this property - Applies logic to select the relevant option in Brand, because "Hotel 123" is part of "Big Hotel Group 123" ... Mostrar más

When using the sales extension in Outlook, it's great that you can use the email templates already set up in HubSpot. It would be even better if these templates displayed in their folder so they could be located quicker. ... Mostrar más

Line items in single object reports don't have any ways to filter based on the deal pipeline or status.    I'd like to use a single object report on a dashboard focused on a specific feature that we often upsell however when I try to build a single object report there's no way for me to filter based on the associated deal stage or pipeline.    Would love to know:    1. What pipeline was that line item quoted in 2. Was that deal closed-won. ... Mostrar más

As a previous ticket user our team dislikes that the help desk does not also should you if an email was open, read, or clicked on. Ideally we would love this feature translated to emails in the Help Desk for full visibility into email conversions.  ... Mostrar más

I'm trying to create a company calculated or a rollup property that calculates the total revenue for the past 365 days, but I cannot add such a filter for calculated or rollup properties at either the company or the deal level to achieve this.   Is there any other way to do this and, if not, can these filters be added to these property types? Thanks! ... Mostrar más

Currently, you need to manually enroll or add each company (whether in HubSpot or not) to a workflow or list. It would be much more practical if this process could be automated in a workflow. ... Mostrar más