クリエイティブな才能を開花させよう

No all of our users are also users in salesforce. Becuase of this salesforce overrides the task owner to the contact owner. We want to make a task queue and avoid the sync of these tasks with salesforce. ...その他を表示

We have some top-performing sequences that we'd like to recall in a list. They live in different folders, and we don't want to clone them. The intent is to have a way to get to our most compelling sequences. One idea is to have a tagging ability in sequences to recall certain sequences in search. ...その他を表示

The funnel reports when you include skipped stages are very misleading. Rather than exclude deals that skip stages, you should stack them in the same bar (Highlighted in a different Color) so that the true funnel rates can be read inside hubspot and don't need to be thrown into an external spreadsheet and dealt with there.    In other words, when you build a funnel report and include deals that skipped stages, you can easily see what stages were skipped but the problem is you can't see the true rates for each stage implicit in the fact that if a deal skipped a stage straight to closed-won I would want that to count towards the probability of deals in those stages closed-winning.    simply stated- we'd like to see next step conversions include deals that skipped stages. ie. not just all deals that went from stage 1 to stage 2 --- rather all deals that progressed passed stage 1.  ...その他を表示

Right now, the list filtration feature is only operable for contacts. For instance, you can create a list to filter out contacts enrolled in a workflow. However, this functionality isn't available at the deal level, posing a bit of a challenge when it comes to cross-checking if specific deals are properly enrolled in a workflow or not. Adding this feature would be beneficial for cross-checking and audit purposes. Worth a consideration for this feature! ...その他を表示

It can be really hard to manage lists with a lot of values under a single property. I'm working with a job title suppression list with over 100 different job titles and it can be pretty messy. It would be nice to be able to alphabetize the property values to make it easier to see what's there and what's missing. ...その他を表示

I just discovered that the "Emails" tab on the contact in the "Activities" section doesn't include ALL the emails... ONLY the sales emails... which are labeled "Emails" in the activity filter A more usefull classification would be: Integrated Emails (sent from integrated inbox... non sequence or workflow) Sequence Emails (sent via sequence) Workflow Emails (sent via a workflow... non-sequence) Bulk Emails (sent via a one-time bulk email)   The "Emails" tab should include ALL emails and add a filter so I can choose which classifications to see ...その他を表示

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Need to implement a notifcation for tasks assigned that uses SMS instead of Email. ...その他を表示

I'd like to see general improvements to the gmail extension, that include the option to add notes on a contact from within gmail, with the added functionality of tagging my team members on those notes right from my inbox.    Who (what type of role or team) is the feature for? Sales reps using CRM that tag team members on contact requests What is their goal? To streamline contact management right from their inbox What value will this add? Reduction in click fatigue, and will allow them to move between emails and between tasks more efficiently.  Are there examples of other places or products who have this feature? Not sure     ...その他を表示