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Hi together, i would liket to have a possibility to set filter activities on the contact level by default, so that all users have the same defaults!   I ask because we have a C4C system (SAP) in addition to HubSpot and use a HubSpot mashup there. Here, sales can look at recent contact level events directly in C4C. The problem with this is that it seems that the activity filters can only be changed in HubSpot. If a change is made within the mashup in C4C, it does not save the mashup and the changes are lost.   However, since Sales only needs individual activity information and also makes changes in C4C rather than HubSpot, I need a solution on how to either save the filter settings directly in the mashup or how to preset for all users or specific teams.   Thanks in advance for your ideas and upvotes! Best Fabian ... Afficher plus

Hi everyone, I would like to see a feature that allows it to create not only a property with a dropdown where I can select multiple values but a property that includes a subcategory. Meaning: Property leads to Dropdown with values, which again lead to values to pick from. ... Afficher plus

It is currently not able to create more than one survey for each type of survey (customer loyalty survey, customer support, customer experience).   It would be great if it's able to create more than one survey for each type of survey so that users can create multiple surveys in multiple languages.  ... Afficher plus

Please add a feature to the Outlook extension that allows mail accounts to be excluded from all tracking features.   I understand that only mails of connected accounts will actually show up in Hubspot, but am still VERY concerned about forwarding private mails and trusting a private company in deleting them without leaving a trace or having any kind of vulnerabilities. This feature has been requested in this thread for four years by over 50 of your paying customers, please implement it. Another option would be to have a full-fledged inbox for connected mails, so that I could remove my work account from Outlook entirely.   Cheers Finn ... Afficher plus

I often want to create contact lists where i can view certain company properties in the list columns. My current workaround is to clone all my company properties as contact properties and copy over the values - which is pretty inneficient and not ideal for data management. ... Afficher plus

Hello,   sometimes happends that some customers send 1/2/3 emails with different subjects, this action open more than one ticket for the same person.   Would be helpful have the possibility to divide the tickets using email addresses instead of the subject, so in conversation inbox we will have just 1 ticket open for person instead of 1/2/3 etc... with different subject for the same issue.   Thank you! ... Afficher plus

It would be really neat if there was a clickable link in the chrome extension to search the crm for a specific domain you are on.    ie make it easier to go back and forth between web and Crm using a single tab. . . ... Afficher plus

It would be great if we could configure the ability to display pinned Notes to show up in the Preview (right) sidebar.   ... Afficher plus

According to the support team, the Influenced Revenue in Campaign Analtyics is "an imperfect metric at the moment because we include all deals associated with these contacts."   This means that "any deal that is associated with any influenced contact is brought into [the] influenced revenue figure, regardless of when the deal was closed."   We need the ability to have influenced revenue look at deals that were Created and Closed AFTER the campaign was created and Created BEFORE the campaign was created but Closed AFTER the campaign was created.   An added layer of complexity is the report date range filters. I think we need to have the report dates impact how the revenue looks. For example, if I filter to see contacts influenced by a campain within the last 90 days, we shouldn't see deals that closed in a windo prior to that 90 days.   Here's the best way I can illustrate this: Campaign Influence Report to view "Contacts influenced for the past 90 days" Inbound 18 Campaign, Created 1/1/18 Inbound 17 Camapaign, Created 1/1/17 Today's date: 8/08/18 Look back range: 8/06/18 to 5/08/18   Let's say there are two deals associated to one contact: Contact Name: Bobby A Smith Deal 1 Created 12/10/17 Deal 1 Closed 1/15/18 Deal 1 Amount: $5,000 Campaign(s) Associated: "Inbound 17 Campaign" and "Inbound 18 Campaign"   Deal 2 Created 1/10/18 Deal 2 Closed 5/10/18 Deal 2 Amount: $1,000 Campaign(s) Associated: "Inbound 18 Campaign"     My proposal is that deals could appear as influenced in two ways. Deals created after the campaign was created and have closed within the dates that you are filtering in the influence report AND contacts were influenced by the campaign. Deals created before the campaign was created but closed after the campaign was created AND a contact was influenced by the campaign. In the above example, Deal 1 would appear against rule 1.  Based on Rule 1 (above), the results for the "Inbound 18 Campaign" should be $1,000 of influenced revenue based on the create date of the deal. This is because the deal was created after the campaign was created and closed after it was created.   In the above example, Deal 1 and 2 would appear against rule 2. Based on Rule 2 (above), the results for the "Inbound 18 Campaign" should be $6,000 of influenced revenue based on the close date of the deal. This is because the deal was created before the campaign was created and closed after it was created.   I think the data would need to appear in two different columns: Influenced Revenue: Created and Closed Influenced Revenue: Closed   The columns would have tool tips to explain how these columns are calculated.   Taking it to another level, interesting and perhaps useful data would be: Influenced Revenue: Created Deals  This would be all deals created within that lookup window and associated to that campaign   I think the default behavior should be that all deals should not be included in "Influenced Revenue" unless the deal was created after the campaign was created.   These other metrics I'm proposing should be additional and optional to add to your columns in the report. ... Afficher plus