Great minds think alike

liangsj · ‎Feb 23, 2021

Hi Team (submitting on behalf of customer), Currently, the contact or revenue attribution only allows the filtering of the following, Deals Pipeline Deal Type Companies Content Type it would be great to allow for more custom filtering.

AAnderson801 · ‎Aug 30, 2023

Our sales team uses deals to do their work and we have workflows set up to send emails to prospects when different actions occur (e.g. they missed their demo, they need to onboard etc.) However, marketing emails do not show on the associated deal record, only the contact record. If they were also logged on the deal record this would make it easier for reps to see all the emails a deal was sent in one place instead of having to go into the contact record, especially if there is more than one contact and if each contact has received a different email.

KRi23 · ‎Nov 24, 2023

Today the forecasting tool is limited to the (weighted) deal amount, we would need ARR. Alternatively, filtering based on products? Additional filters could make it more powerful, e.g. - Individual User - custom deal fields (we have e.g. Industry/Vertical) - products

suzdashanne · ‎Dec 11, 2017

Currently, I can't use Content Staging to create and test translated website pages. I just have to take my chances on launching them on my live site. With 275 new pages all going live at once, this is problematic. Please add the ability to use Content Staging to create and test page translations.

Simzie · ‎Aug 30, 2023

Hi, As much as we love the custom objects functionality as part of the CRM. One of the key things that are missing are : 1. To have a way to track the historical data and convert it as a report in the dashboard section 2. I understand that we are able to "Export" the property history but the format and # records does not provodes any insights. An example of how the report would look like is : " I have a field and I could track the changes across all the different week or at least limit to the past 6 months or something" This will allow us to track changes on the blockers that lead to changes in the pipeline.

GregLawrenson · ‎Dec 15, 2020

I have tried to create a report based on contacts who appear in each of my email subscription lists, however, I have encountered a few issues. Firstly there is no option to report on the preference centre, I have managed to get around this by creating lists for each of my subscription lists. However, when I try to build a report based on these lists, I am unable to select my required lists, instead the data shows all lists. I feel it would be helpful if an option was available to include/exclude certain lists from the report builder.

BrittanyFessler · ‎May 1, 2020

A feature that would be helfpul in terms of organization would be the ability to reorder conversations inboxes. Apparently, they are ordered by create date by default and there's no alternative. When monitoring and handling chats in multiple inboxes, for example, it would be much more efficient if there was an option to at least aplhabetize them for ease of navigation.

nateangell · ‎Jan 17, 2021

Just like one can bulk enroll contacts in workflows (like from a list of contacts), one should be able to bulk enroll companies in workflows (eg, maybe also from a list or view of companies). In my use case, I wanted to change the deal stage of all deals associated with a list of companies that had specific characteristics, which I could easily create as a company list or view. The only way I could figure out how to do this was instead put all the criteria for the company list into the workflow trigger, which works, but is not helpful as the workflow would have to be changed every time the company criteria changes.

miless · ‎Jun 1, 2020

At the moment, in a contact view, we can add a filter condition and use an 'AND' to add another condition. Is it possible to add an 'OR' condition? If the filter conditions we want to make are based on a contacts property, using 'AND' means they both HAVE to be true. I would like the view to show people that have EITHER property to be true. Unless this is a money grabbing way to get people to upgrade to have to use lists? But this would be simple and really needed for people like us who have upgraded and want this feature in the Views

Em111 · ‎Aug 29, 2023

It would be great to be able to set defaults for what lifecycle people who come in via HS meetings are set to, whether that's a single lifecycle for all HS meeting links or being able to set defaults based on what team the user is a part of. Even being able to add lifecycle as a hidden field on the meeting form would be useful. Currently, we have a workflow that sets all those contacts to MQL but every time we have a new sales team member or create a new round-robin meeting link we have to add it to the trigger for the workflow which is painful. Standard HS forms require a lifecycle stage so it would be good if the meeting forms did too.

Great minds think alike

Custom Property Filters in Attribution Reports

Show marketing emails in associated deals

Forecast Tool - ARR and more filtering

Using content staging to create and test translated webpages before going live

Historical tracking on Hubspot Properties

Create reports based on chosen lists

Organize Conversations Inboxes

bulk enroll companies in workflows

Views: 'OR' Filter Condition

Set default lifecycle for Meeting scheduling/forms

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