クリエイティブな才能を開花させよう

It would be nice to be able to preview the columns layout on the csv export file when editing the fields in the report customizer without having to export the file to see what it looks like- it would make the editing process much less time consuming and more efficient. Thanks! ...その他を表示

It would be a great relief and UX-improvement if one could drag & drop files on hubsport objects, e.g. on contact/notes, contact/emails, company/notes, company/emails etc. This would be very intuitive and create associations to the respective objects easily.  Example: Drag & drop emails from Outlook to contact/emails (or first to desktop and then to contact/emails). Since the CRM is open in the background most of time and since I'm mostly working in a certain context (company, contact, deal, etc.), this would be much easier than using an outlook-addin to associate mails with hubspot objects.  It's not hard to implement because browsers support drag & drop of files. ...その他を表示

Hi! We want to improve our sales manuals by placing help texts (tooltip) over selectable options. Ex: In the question in the attachment there is the selectable option of YES or NO, the moment I place the mouse over one of them, a box with help text opens.   ...その他を表示

Just to add an option to filter by no owner. Sometimes companies get buried because there's no owner assigned. It would be great to have a quick way to find those so they can be easily assigned.     ...その他を表示

Hi,    Being able to quickly list where a property is referenced is extremely usefull. However, when referencing to workflows it would even be more useful if unactive workflows were grayed out. Now I have to click through all WF to search what I'm looking for.  Surely, this could be done.  ...その他を表示

Hi all,    I am trying to gain more acccuracy when measuring the time (days) that each of our SDRs needs to close a deal since the contact is assigned to them.   I would like to get a property that tracks the time from "owner assigned date" to "close date". This way I could track the performance and selling velocity of the SDRs way more precisely   I am aware there is a "days to close" property in Hubspot, but our Sales Process includes a lead qualification phase.  This can make the timing a contact goes from MQL to SQL vary a lot depending on each of the leads response, which maakes analyzing actual performance more complicated. ...その他を表示

Hola.   Mi sugerencia es que también los formularios tengan la opción de "revisiones" donde podamos tener alguna copia en el backend para poder consultar o restaurar.   En mi caso, tenemos un formulario WEB/APP donde colocamos un campo que se llama "nombre del evento" donde se alimentan con nombres frecuentemente y también tenemos un historial de nombres de eventos de años anteriores, por ejemplo, que nos sirven para nuestros reportes. El día de hoy 28 de diciembre agregué nuevos nombres de evento y al dar "guardar" a la última hoja, de repente desaparecieron todos los nombres de los eventos que ya tenía capturados. Consulté asistentencia ténica por chat (Diego) y el me indicó que: desde el formulario pero es que los valores de esa propiedad son los de la propiedad que existe donde te la comparti, cuando tratas de editarla te va a enviar directo a la propiedad, sin embargo desafortunadamente los formularios no tienen revisiones como por ejemplo las paginas web y no podemos restaurar el formulario a un estado anterior, ni tenemos copias por tiempo de los formularios en el backend como para podertelo restaurar. La razón fue: te recomiendo que almenos semanalmente borres el cache del navegador, generalmente estos problemas los causa el cache como que algo no carge , no guarde o alguna ventana de error, limpiando el cache previenes estos errores y nunca tendrias errores con el CRM.   Es algo muy importante y se puede perder información vital por algo tan simple como no mantener limpio el chache del navegador. Por lo cual pido por favor que estos campos de los formularios también tengan esa parte de revisión para poder descartar cambios no publicados y tener un backend.   ...その他を表示

HubSpot currently doesn't have a one-stop-shop for all activity across all of a user's owned contacts. Currently, to see all activity for a contact you have to visit the contact's page. However, if you own a great deal of contacts and are running larger scale campaigns checking in on each contact's page or setting up email notifications for everything becomes overwhelming quickly. A single place to view all activity filitered by contact owner is essential to monitoring large groups of contact's activity.  ...その他を表示

It would be lovely if we could change the "easy filters" (the filters that appear next to "More filters" when searching an object).    Photo example:  The above photo shows "Lead Status" for example, but for my current company we are using "Contact Status",  a custom field with similar functionality, instead. If we could change this it would help new folks onboard more quickly. If there is already a way to o this please help me! Thanks!   ...その他を表示