Great minds think alike

Currently with tasks asigned to a company, a task is either completed or not. If not completed, the task sits pending until the sales reps closes off the task.   Currently our sales team complete the task once they have actioned. However actioning a task does not mean the sales rep was successful. We are looking for an option  where the sales teams can record their success against the task.  - achieved (tick) - not achieved (cross)   Example of selling in NPD "Did you sell in NPD/ New Product Line?" - Yes / Achieved - No / Not Achieved   Even if the rep did have the sales conversation, they should be able to close off the tasks whether successful or not. And report on the answer/result provided. This measures the sales team success. Reports against task and result should be available.    For now, I am having my team leave a "comment" in the task with a simple YES or NO answer, which I then pull a report on the tasks with comments and I need to export to excel to get a success rate for each sales rep. ...read more

ACTUAL RESULT:   If an email from a shared inbox conversation is already associated to a ticket and you manually associate it to another ticket then reply to the email from the shared inbox address it will link the conversation to the new ticket and further replies will link to both tickets.   EXPECTED RESULT:   It would solve a lot of headaches for us and HubSpot support if a shared inbox email conversation could only be linked to one ticket with all emails in the conversation being logged to that one ticket.   If HubSpot insists on allowing individual emails within a shared inbox conversation to be logged to any number of tickets, then the best solution would be:   If an email from a shared inbox conversation is already associated to a ticket and you manually associate it to another ticket then reply to the email from the shared inbox address the associations will not change and further replies will link to the original ticket only because it is the only ticket linked to the conversation thread.   Further emails within the conversation could be manually assigned to other tickets but manually changing the assignment of individual emails should have no impact on future replies.   In HubSpot support ticket # 9485465 Sabrina mentioned that this was expected behaviour:   ------------- This is the expected functionality:   If a user selects a ticket from the associations dropdown in the reply editor (this refers to the manual associations in the email engagement), The ticket and all recipients will become associated to the email engagement itself The ticket will be associated to the conversation thread Since the ticket is now associated to the thread, we also will associate all the previous engagements on the thread to the ticket Thread's main contact (i.e the contact with whom the conversation was initiated) and that main contact's company will be associated both to the ticket So I believe this is most likely how your conversation thread got associated from the "correct" ticket to an "incorrect" ticket - replying to a conversation email thread from the "incorrect" ticket will automatically have the "incorrect" ticket selected as an association in the email reply. This will cause the ticket to be associated to the conversation thread, and also associate all previous engagements on the thread to the ticket.   Since you did not want the conversation thread to be associated from one ticket to another, my best guess is that this could have been unintentional since there were several similarly named tickets in your portal associated to the same 2 contacts. -------------   I replied:   ------------- I understand that it is currently expected functionality as far as your dev team is concerned, however, I'm sure you'd agree it is not expected behaviour from the user's perspective and needs to be addressed. -------------   ...read more

The once-a-month marketing contact status update is very frustrating. Why should HubSpot hold one ransom to what was decided about who should or should not be a marketing contact two weeks ago/three days ago... Business is volatile, things change daily, not monthly - yet HubSpot forces the once a month update.  -Marketing status changes should be immediate and visible as they are done. Secondly, moving into a higher tier for marketing contacts is often a result of the above, due to filter upon filter that needs to be used properly to ensure one stays within the contact tier budgeted for.  Plus, Hubspot holds one to the higher tier until contract is renewed - that is not fair on your clients. - When a tier changes upward, billing should not be forced for that tier until renewal of contract - if there is no other way for your admin to change this, at least give client options. One month, two months, or not at all before just implementing auto tier billing.   ...read more

Good ideas from hubspot ...read more

SEO    ...read more

Is it just me, or do others find the About area in the left hand side bar of records difficult to scan quickly because there is little distinction between the typography of the Property Name and it its Value.   Surely a bit of orange color (or colour) for the Property Name would not be difficult to implement and add some clarity.   When I scan on the left, in Deals for example, it first seems like a jumble of numbers and letters. Or maybe it's just me.   ...read more

You can currently use documents, templates, snippets, etc... but not photos. Seems like an easy fix. ...read more

I want to be able to sort/show records that I recently viewed in HubSpot, across every object (standard and custom).   This feature exists in Salesforce. Link for more information here: https://trailhead.salesforce.com/content/learn/modules/lightning-experience-for-salesforce-classic-users/work-with-list-views   ...read more