Las grandes mentes piensan igual

I am looking to add individual pipeline coverage data to the forecasting tool. It's great to see these numbers at a team level, but when working with sales people, it's also nice to be able to look at their individual pipeline - separate from the group. I'd like to see the insight cards across the top (that appear at the team level) for each user. ie: Forecast submission, Gap to goal. Pipeline Coverage, etc.  ... Mostrar más

I work out of the prospecting tab to make my calls. When you finish a task it automatically routes you to the top on the list instead of teh call below the one you mark complete or check off as finished.   I have many prospects in later time zones so it doesnt make sense to call them first. I'd like to be able to move them down on the list so they still show as a due task for today, but not at the top of the list. I tried rescheduling the due date to include a due date today with a later time, but it does not move them down the list. This seems silly and inefficient. There should be a better way to both sort different, and move people down the line on this prospecting tab. ... Mostrar más

It would be great to add "Tasks" to the new Quick Create + button at the top navigation. Even better, likely longer term development, it would be great to make the + button customizable for each user based on the things they routinely do. ... Mostrar más

Hi,   For Hubspot A / B testing reporting, "total submissions" only records submissions on the test page. I would like a KPI akin to Google Analytics "session conversion" which would record any conversions across the session where the test page is included.   Without the above metric the A / B test tool in Hubspot is really only usable for landing page tests.   Best, Chris R ... Mostrar más

There is currently no way to treat form submit as consent for communication (e.g. on e "Subscribe to newsletter" form) - as a workaround we use "legitimate interest" so we can display privacy wording BUT not need to have another checkbox in addition to the person submitting the form which sole purpose is to subscribe.   The problem with this workaround is that this is it is then incorrectly recorded as legitimate interest when really it should be consent  ... Mostrar más

At the moment, I have product specialists in five different areas. So, we have 5 seperate links that feed into separate pipelines.   Ideally, i would like to have one form to fill out that will need into the different ticket pipeline depending on what product is selected in a certain field.   As the team grows, the amount of forms to keep track of is becoming difficult. This would be a major time saver! ... Mostrar más

What I would really like to see is that when you are in the Performance tab of a specific sequence, I can click on the % number of opens and clicks.  From right there on that popup screen, it would be nice to export that view to a list.  This would make it super easy.  Like here:     ... Mostrar más

Hi HubSpot Community, I would like to suggest a feature enhancement for the Outlook email integration with HubSpot. Currently, emails can be logged automatically in HubSpot when sent from Outlook. However, it would be extremely beneficial if there were an option to log emails only for contacts where the sender is the assigned owner. This feature would help prevent unnecessary clutter in the CRM and ensure that only relevant communications are tracked. It would be particularly useful for teams where multiple people might interact with the same contact, but only one person is responsible for managing the relationship within HubSpot.   If others see the value in this, I’d love to hear your thoughts and any additional ideas on how this could be implemented.   Thank you! ... Mostrar más

Hallo liebes Team,   folgende Herausforderung: Wenn ich in einer eMail einen Anhang einfüge, wird er mir auch in Hubspot auf der rechten Seite beim KOntakt als hochgeladener Anhang angezeigt. Wenn ich nun diesen Anhang noch einmal versenden möchte, muss ich ihn erst herunterladen und dann wieder an die eMail anfügen.  Großartige wäre es, wenn ich den Anhang direkt aus "Anhänge" wieder an die Mail anhängen könnte. Vielen Dank! Matthias  ... Mostrar más