クリエイティブな才能を開花させよう

The ability to create a joined report with multiple object fields. For example, Company name, deal name, and associated fields in both objects.   Here is an example of what I need: Company Name: XYZ Co.,    Deal Name: XYZ Location 1,   Amount: $50,000    Close Date: 8/3/2022                                                  Deal Name: XYZ Location 2,   Amount: $20,000    Close Date: 10/3/2022                                                                                                        Deal Name: XYZ Location 3,   Amount: $35,000   Close Date: 1/23/2023       ...その他を表示

The standard Deal Change History report could use some improvement for sales ops / sales analytics users. Specifically, I recommend changing the Close Date filters ("Deals expected to close:") so that "All Data" includes all close dates.  I was informed by a support representative that when we filter for "All Data" we are actually only including deals with close dates up to TODAY.  That's not a very intuitive interpretation of "all data" nor very useful.   Second, I recommend that the filters include an option to remove certain deal change types from the bar chart.  My leadership audience and I don't need to see all of these, and I would like a way to export a report that only shows the deal change types we care about.  ...その他を表示

From the support article on calculated fields:  "Please note: if any of the number properties in a custom equation have no value, or a null value, the calculation will not run and the calculation property value will be empty. The value will be empty even if there is a constant number included in the equation."   Please change this so that blank fields are just counted as 0. It's technically POSSIBLE to go change all unknown values to 0, but it's a big waste of time and there's so much room for error as new deals are added. It would be so much easier if blank values were just 0. ...その他を表示

I would like the ability to modify the property without the need to delete objects where the property is being used. I would do this to limit it to just one selection, a property that previously allowed multiple selections. This would only apply to new registrations ...その他を表示

One of my feedback survey reports cuts off half of the responses when I export these to a PDF. Apparently theres a character limit in the backend - this is useless and defeats the purpose of putting it into a pdf. Which btw is lengthy to figure out you should be able to do this directly from the report instead of having to click share etc ...その他を表示

I think it would be great as a user experience on the HubSpot screen if the drop-down option called "Contacts" changes to "CRM" since when you click to see the options it repeats back to Contacts ...その他を表示

Fixing duplicates and errors should really be within the system. It is crazy to download errors, and then go back and forth between a download list and the original upload list to create a new list to upload. Way too much. Create a sequence, please. ...その他を表示

Would love to be able to export the full record of Help tickets our account has submitted to HubSpot.  My company is trying to justify the need for a dedicated HubSpot admin, and I've been tasked with pulling our help tickets and bucketing them to see volume and types of requests coming through.  Also, although the feature to filter by open/close is helpful - would also be nice to be able to pull this type of report for account users as well so we can see and address potential training gaps or regional use cases for additional personnel.  Thanks! ...その他を表示

It would be nice to see call date and time also for calls older than 1 day, this at the moment is not allowed by the UI. You can only check call start time for calls that have been placed "Today". ...その他を表示