Great minds think alike

As a part of the service process in our company, it's important to document steps as a ticket moves from one stage to another. It would be great to require notes for certain stage changes. Essentially, the feature could look identical to the "Set Property" on stage change:   And instead of a ticket property update message, we'd get a rich text field to add a note:   This function would be especially useful for instances where tickets move in and out of the same stages multiple times. I would like to avoid adding properties (which is what we're currently doing).   While I know that this task could be effectively accomplished by exporting the property history, this history report does not offer the same flexibility and dynamicism as notes do. For example, notes have become one of the primary ways of drawing out team's attention to certain tickets (with the @ mention), detailing reproduction steps (including images and video if necessary), and documenting solutions.    Of course, we could always jump into the Notes section and add them after a stage change, but this really isn't a workflow 'control' (so they're often passed over during particularly busy times).    I have not been able to find a solution elsewhere - but if I'm missing something and there's one out there, please point me in the right direction!   Thanks! Kyle ...read more

When it comes time to clean out unused reports and lists, would be useful to see the last time the lists and/or reports were viewed by a user or used in a workflow.  This seems more useful than the last time the list was updated since active lists are always updated automatically. ...read more

I would like an option to have customized content in a form based on what someone has put into the form's first question or two.  I know that forms can be customized based on known visitors or geography. But it would be helpful if a form could be responsive to the inputs that it is given so it can show different questions based on the entries in the beginning.   ...read more

I want to be able to view which deals are live when I type the name of the company in the search bar at the top. https://www.loom.com/share/b9424689cefa4ad8ab7cc5b4bf5a4707 ...read more

It would be great to be able to customize a report to be able to have goals or a mission statement in paragraph form. So basically you would be able to have a paragraph of whatever text you wanted on a report. ...read more

We currently have 38 different teams in our Hubspot account. All with multiple lists associated to each team. While it's fine that they can't see each others contacts within the lists you can still see the number of contacts on the list. We have a competitive business where coaches shouldn't be able to see how many active clients other coaches have. It wuold be nice if lists were kept to just teams view instead of being able to see the entire list of lists.  ...read more

I would like to track how many unique contacts are currently being contacted per week in the sales and BD team, whilst not using Last Contact date (as the number of contacts reached out to would move between brackets when a previous contacted contact is contacted again in the more recent weeks). ...read more

Very simple enhancement that can save time.  Please add my Hubspot account rep contact details.  I always have to search my outlook inbox to find who my rep is.  Luckly I dont them often but would be great if it always updated on your end by adding that to my profile details ...read more

Currently I've set up a deal pipeline for our Sales Team with some automated workflows (like notifying the team in Slack, etc). The first stage of the deal pipeline is "First Meeting Scheduled". When a rep creates a new deal, it means that they've already agreed with the client for the first meeting. I would like it to auto-populate a new meeting within the deal record to reflect this.    I've checked with Hubspot Customer Success, and unfortuntaely this isn't a possibility. It is only a possibility to auto create a task, not a meeting. ...read more