Great minds think alike

XeleratioGmbH · ‎Sep 20, 2020

Hi there, the Android app shows the total deal amount in the stage columns but on iOS - neither iPhone nor iPad totals are shown. It would be great if this could be added to the iOS mobile app. Thanks!

Dave94040 · ‎Sep 18, 2020

I do Sales Ops, and it sure would be nice if every Monday, an automated workflow would print out the Deals, Stages, Close Dates, etc. without me having to do anything. The reports are built, now let's automate the task of sending them to people and printing them out.

Ikari · ‎Sep 18, 2020

While making calls in the CRM I can't change tabs or the call drops. I'd like that tab to be persistent or remain active so I can pull up various things in my CRM while talking to someone.

acompany · ‎Sep 18, 2020

It should be great if you would be able to set up a default value for each property on contact, company and deal objects. Thanks!

SarahG · ‎Sep 18, 2020

This is loaded topic but the most daunting task during a portal consolidation has got to be recreating WFs and Lists from scratch. The screenshot beta for the WFs is useful but doesn't help the work move any faster. I would LOVE a solution for cloning workflows, lists, and properties from one portal account to another.

SGNES · ‎Sep 18, 2020

I've worked with Dental/Medical CRMs in the past and they allow ONE "pop up" or "post it" note on each account - we would use them for info that;s really important to know like "CLIENT HAS ANTIBIOTIC ALLERGY" it would benice to have something like this to mark temporarily important things about HS leads Example: 9.17.2020 Upont receipt of customer return please CALL them to confirm Once the popup has been addressed it gets deleted . . .

SGNES · ‎Sep 18, 2020

I am lucky enough to work in an environment where my task list is not necessarily appointments that take place at a particular time for the most part. They are tasks to be tackled sometime during that working day. However, on the occasion that I am out sick or need to schedule a day off I have to "manually" move each task to another day??? Would be nice if there was a way to select ALL TASKS for that one day or a portion of all the tasks for that day and move them to another date

LeeChapoton · ‎Sep 18, 2020

If there was a way to add annotations in the Exclude Traffic section of my account settings it would be helpful for others to identify the IP addresses by name. Otherwise, we lose track of where these IP addresses are from, etc. One current workaround (thanks Ivan at HubSpot Support) is to create a tracking spreadsheet and upload it to HubSpot files for referencing. Nevertheless, having annotations right within the traffic exclusion list would be ideal.

Nori-RoarB2B · ‎Sep 18, 2020

It would be nice to Show the total deal amount of specific values that have been pulled into reporting.

rvzello · ‎Sep 18, 2020

Currently, there is no way for error messages to be triggered upon submit. This is not a setting that can be adjusted in forms. Unfortunately it can cause some unfortunate interactions with other JavaScript running on forms, like when using an enrichment solution, for instance. The request is to add a configuration option in forms to show validation error messages as they are now, or only upon Submit button press/tap.

Great minds think alike

Total deal amount per stage not available on iOS mobile app

workflows that prepare reports and print them out for Managers

Make the call tab stay open while changing tabs in the CRM

Being able to define default values for each property

Consolidating Portals - Cloning Workflows and List

POST ITS (pop up notes)

Tasks List

Annotating IP Exclusion List

Reporting of Total amounts

Trigger form field validation upon Submit

Recently delivered

Recently in beta