クリエイティブな才能を開花させよう

Hi team,   raising this for a customer here It would be really helpful if we can see all the list that a contact is part of; as a contact property. This way, we can easily use this property within the contact/company homepage and make it easy to export too. Currently, it is very cumbersome to see at a glance, the different lists contacts are part of. ...その他を表示

Where do i see my scheduled calendar events for today after logging into Hubspot?   I cant!   seriously?   for example, i have an event at 12:00 PM right now..  i want to login to Hubspot, and see all events scheduled for today..    Then if click on Rosemary at 12:pm it will open her profile and all associated notes with it ... How do I do that?   no seriously, i cant!   To me, it would make sense if at the top there was tab called "Calendar"          ...その他を表示

Sales Documents need to be added to Hubspot Workflows.  Here are triggers we need to filter sequences by:   Sales document sent (yes or no) Sales document clicked (yes or no) Sales document downloaded (yes or no) Sales document viewed (yes or no) These are simple additions.  We can then program pretty much whatever we want as far as automation in workflows.  Hubspot needs to step up to the plate.  My programmers can do this in my WP site within a day or two but it doesn't make sense to have it outside of Hubspot thus I need Hubspot to do it soon. ...その他を表示

We've created our own unengaged process and as a consequence do not need to use Hubspot's don't send to unengaged feature.  Having disabled it in the account settings it would be benefical if it could also be hidden on the email send/schedule screen. I assumed that having it disabled would, but all it does is untick it on each email. To avoid confusion it would be good to hide it completely.     ...その他を表示

It would be great to have social media reviews populate the HubSpot dashboard. Being able to see and respond straight from the platform, like other social media functions, would make ...その他を表示

hubspot reporting isn't the best, lots and lots of room for improvements, especially with the old report builder going away and being replaced by a new report builder   it'd be nice for us to use SQL to join whatever objects we want to join, and do whatever calculations we need. it is quite inconvenient to build complicated joined objects reports with the current filters set up hubspot has   also, that'd allow us to do calculations! it'd be very nice to do simple calculations like conversion rates in a report. i can't believe a crm tool doesn't allow for custom conversion rates calculations ...その他を表示

Line items have a hs_position_on_quote property that stores their position on a quote. Seems to be the only publicly visible property in the API that stores line item positioning. When creating new deals and adding line items in the create editor, the line items hs_position_on_quote property does not get set. If you retrieve the line items through the API, the property will be set to null on all the line items.   If you add line items after deal create using the line item editor, the hs_position_on_quote property does get set on all line items to the order the line item appears in the editor. The property name can be misleading because for deal line items, they don't have to be on a quote for the property to have a value. You can have line items on a deal with no quotes and as long as you create or edit the line items in the line item editor, they will get a hs_position_on_quote value.   Would be very helpful if the deal create editor set the property on line items added instead of leaving them null. Makes integrating with other systems a challenge when users use the deal create editor to add line items instead of the line item editor. With null position values, it is hard to know for certain what order the user had the line items in on the deal create editor making it hard in integrations to push them into other systems in the same order. ...その他を表示

I have not found a way to set the microphone and speaker settings before dialing a number.  This seems to only be possible after the call has been placed.  Unless I'm missing something, it would be great to be able to set the speaker / mic options before dialing; otherwise, it is often a mad scamble to configure the speaker / mic options asap, after placing the call.   Thanks. ...その他を表示

Hello there, Is there any way to show the hit counter on the website or landing pages and blog?   I would like to show page views for pages but not able to find the way.    Can you please help me?   Thank You ...その他を表示