Great minds think alike

Would it be possible for others advisors to be able to watch the draft of their colleagues  (the draft being automatically displayed after a certain amount of time ) ?   Use case : - an advisor starts to answer a conversation, is disrupted by a phone call and leaves the message unanswered - another advisor opens the same conversation but cannot tell if a reply is already in progress, so that he would leave the message to the initial advisor ...read more

We currently don't have a company set email signature. I want to set that up and I designed what I want it to look like with the HubSpot tool. However, there is no way for me to make a template for my team to fill in their information but not touch the colors and I can't trust them to change everything correctly. I was then going to make everyone's for them but I can't just copy and paste it do a google doc because everything gets messed up. I would love to be able to make a template for that. We use Gmail so I can't just send them the code either. ...read more

Within our organization, we have several shared pipelines, and that works great! But I'd like to have a separate pipeline that only I can see, or at least be able to restrict access to most.  ...read more

At present the global Left Sidebar view for all pipelines is somewhat limiting, especially when different deals will have necessarily different critera. A process to curate new sidebar views would allow necessary Deal information to be visible at a glance. For different departments (Sales and Partnerships for instance) which have differing goals, this could be very useful.  ...read more

It would be super helpful to have a team workspace option where teams you've created in husbpot can colloborate by:   1) Creating single or recurring team meetings 2) Setting team meeting agendas 3) Set team tasks that are related to the company (ex. submit invoices to accounting)   It would be even better if there was a team chat feature on the right hand bar that was recorded in the workspace as well & had the ability to do the same functions.    For example: Salesperson tags their manager in the chat and asks a question, the manager responds with some feedback & sets up a one-on-one meeting to discuss it further. The entire record is saved to the business workspace.   Another example: The entire team meets once a month to discuss reports. The agenda & call are all recorded in zoom & the meeting notes are saved to the business workspace.  ...read more

Advocating to change the test email button color in the Marketing Hub. Over the past few weeks,  two users inadvertently hit the send button, when they wanted to simply test an email. We had to send out an "oops" email to the recepients.  I think a slight modification to this color would be helpful.  ...read more

We do a frequent import every week that imports new contacts.  We do not have control over the column headings so we have to map the import everytime.  It would be a huge timesaver if something could be developed to save imports settings so they can be applied again. ...read more

We would like to create a list with all our duplicate contacts and companies in Hubspot. This is important for our data quality as we have no idea at the moment, how many duplicates are leads or customers.  ...read more