クリエイティブな才能を開花させよう

Currently in deal view, I have qoute details on a small card in the leftmost ribbon. I would like to be able to customize that qoutecard, adding details like : - Qoute ref - Amount (MRR/ARR) - Date created - Created by ...その他を表示

We use a template and within the template is a link - it pulls from a Property - a team member's meeting link url.   The link has no extra characters at the end in the template/email, kind of looks like this - https://zoom.com/call   But when you click the link within the email, it shows %E2%80%... at the end and the link is broken. So I have to paste it into a separate browser, take off the %E2%80%, and paste it back into the template/email.   In the workflow, it looks fine, shows the same url in quotes.   Any idea why the link within the Hubspot email template adds characters - and then does not work.   Thanks!   ...その他を表示

Add a documents section within the accounts in CRM, where we can attach important documents like contracts and NDAs in easily referenceable sections. Right now the only option is an attachments tab that has every attachment from every email and they can't reference the important ones easily.  ...その他を表示

I am relatively new to HubSpot and my company did not have a robust system/process in place when I joined, so I am working through the system and creating strong reporting tools. I am realizing there are some inconsistencies in our data and the reason is because I have converted leads to MQLs and then back to leads solely because the definition in our internal process has changed. Because of this, now my MQL number in YTD reporting is vastly larger than it actually is because those MQLs that were converted back to leads still have the historical MQL data attached to them. I reached out to support to see if there was a way to detach that historical MQL data but they said there wasn't a way. Is/has anyone else experienced something like this and is there a solution?  ...その他を表示

I currently have a list for people who filled out 2 or more forms as a high interest piece for sales to engage with. However,  I only want them  to be in this list if they download different pieces of content. I have been on chat and this doesn't seem possible.    I want this clear distinction because whilst someone downloading the same thing multiple times is good intent, it could be that something wasn't working and they are not actually that engaged. ...その他を表示

Our sales managers find the report Team activity timeline under Sales Analytics useful to supervise rep activity. However, the report doesn't show the company association, only the name of the contact the activity was logged on. Since managers don't always know which contact belongs to which company, they have to click into each activity to find out. This really causes friction in the otherwise very useful report. Would be excellent if the company association could be added to this report! ...その他を表示

Si un usuario forma parte de más de una lista, en un correo con reglas inteligentes le aparecerá la información de la 1a lista a la que se sumó.   Esto genera un conflicto, porque si hablamos de cursos a los que aplica, puede ser que esté interesado en más de uno, y le estemos dando la misma información en dos correos separados.   Creo que debería existir una condición que aplique que el contenido personalizado se muestra sobre la ÚLTIMA lista a la que ese contacto se ha añadido. Sino, esta funcionalidad pierde sentido.   Gracias, ...その他を表示

I want to send an invitation out a Yes/No RSVP.  If they answer yes, they go into one list and if they answer no, a different list.  I don't want them to have to fill out another form, just go into either list.  Is this possible? ...その他を表示

Hello everybody,   I want to submit the idea of adding a new event, `onClose` which is invoked when the user clicks on the X button in the Chat Widget.   Why? This allows apps to react to the action once the user closes a chat window (not a specific chat thread but the chat window). ...その他を表示