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We love having the Business Unit option in HubSpot as it allows us to separate a subsidiary unit, however it would be great to be able to assign Users to these. This would allow us to clearly see which account/unit a User is against and possibly restrict access accordingly. Future reporting on specific Business Units would become beneficial especially if there are multiple units.   ... Mostrar más

Posting on behalf of a customer as they noticed that the deal Kanban (Board view) and Deal List view have different ways of selecting saved views.   For board view, it is a dropdown select option whereas for the list view, it is through Tabs. (please see attached screenshots)       Use case: Customer is the CRO and mentioned "We use both types of views (lists view and board view) all the time. One (board view) is to see weighted values and a visual. The other list view to see more data like next steps, last touch, last activity, etc." (continued) "it shouldn't require reselecting or a different UI selection when switching to different reps' pipes as the CRO. We have many pipelines and this UI challenge is relevant in this category - it is a pain to have to toggle or select different things depending on the view. this is counterintuitive and not good UI design." Either - add tabs to the board view, or add a dropdown select to the list view. Hopefully this is something the team can look at revising in the future. Thanks! ... Mostrar más

I think it could be beneficial if there was a warning that could pop up before a user deletes any sort of necessary variable in the code of a template.   I made the mistake of going into one of our templates to make edits to our email footer, and deleted what I thought was repetitive text. I'm not well versed in code, so a warning of what I may be doing to my email template before I delete certain code would be super helpful. Not sure if it matters, but this was on a custom template that my company purchased from an outside agency, through hubspot. ... Mostrar más

I use Project a lot for my marketing tasks.  It would be great if you could export tasks.  I would love to do some analysis of my tasks at the end of the month or end of year and let management know what I worked on. Best way would be to export the tasks to a spreadsheet. There is an export feature in most of the sections of HubSpot marketing and there should be one in Projects as well. Export should be on past tasks as well as future tasks. ... Mostrar más

Could we make the "Folders" view the default when we go into, for example, Website --> Landing Pages?  At the moment the default is "All Pages". ... Mostrar más

Integrate created tasks within Productivity > Projects and Productivity > Calendar so that created tasks are reflected in both tools and can be assigned to specific Campaigns.   Couldn't agree more. Love to be able to create a task manually and have another pulldown menu to tie the task to a project and a campaign or just to one. ... Mostrar más

Slack integration to send attachments when replying to a chat is not working. Currently, I see attachment (picture or file) in Thread into Slack, but it doesn`t deliver to the user in the chat. It`s very inconvenient to switch to the web version of HubSpot (conversation inbox) and attach the file there.   We need to improve the integration with slack to send attachments along with the message flow. Our sales and support teams really need this improvement Issue: ... Mostrar más

I saw one post earlier this year about this but I thought I would also make one. Currently, you are unable to assign deal tags based on deal stage. Being able to assign deal tags depending on deal stage would provide a way to colour code deal stages, since that is also not a feature yet. Being able to colour code and associate a colour with a deal stage will make it easier to navigate pipelines, feel more organized, and find deals faster!   Thanks 🙂 ... Mostrar más

I use support chat very often from small questions to complicated fields/workflows/features. and 9/10 times i'm very extremely absolutely satisfied with the help i receive. every single one of the support team is EXTRAORDINALLY AMAZING AND HELPFUL and crucial to my positive experience with the tool.   but i don't have time to go in and rate 10 stars for everyone of them. so i'd like to propose the idea that every support ticket gets automatically rated 5 stars after, say, 2 weeks after the ticket closes.   people don't leave ratings or reviews unless they are very dissatisfied.. by automatically assigning 5 stars and "about as much effort as i expected" we can avoid skewing the support team's efforts/performance/sla ... Mostrar más