Las grandes mentes piensan igual

bhalferty · ‎jun 22, 2017

When hitting the text message icon on the HubSpot Ap, it takes you to your texting screen on your phone, which is great. I think it would be very valuable to automatically log that text into the CRM if you hit that icon button on your contact's page. Right now it is set that you have to copy and paste that text back on the page.

Brandonbaker · ‎sep 17, 2018

The ability to have a global setting in which we could set working hours for our support team who is using ServiceHub. This would allow us to drive workflows and autoresponders for tickets and conversations submitted outside of working hours. It would also allow us to obtain a higher degree of accuracy for our analytics. Example: Average Time to Respond Over Time, Average Time to Close, Average Time to Respond all are taking into account the weekend. We need the ability to pull the tickets that are submitted over the weekend or holidays (outside working ours) to start the time attributed to that ticket once we are inside of working hours. Example: working hours are M-F 8am-5pm. A ticket is submitted at 7:30pm on Friday. The counters on that ticket should not start until 8am on Monday when our team is back working again. Currently, we have data that is showing subpar response times.

AJLaPorte_diagr · ‎ene 29, 2019

There are many times when a datetime field can be beneficial for use in the contact properties. There are currently a few fields (HubSpot defaults) that contain this data but you cannot create a custom property for this kind of data through the editor screen. HubSpot default datetime field Allowing this would help with building more precise workflows when it comes to email sending or time-sensitive emails like drip campaigns from workflows.

mikee · ‎abr 19, 2019

The current behavior for calculated properties is to round to two (or more) decimal places. It would be helpful to instead allow results to be rounded to the nearest whole number (an integer) – instead of two decimal places. Even better would be to either round or adjust decimal places up or down like in Excel. This would allow more flexibility when presenting data as a Report in a Dashboard. Usually in a chart or other visualization showing accuracy down to .01 is unnecessary. Stated differently, please add the ability to adjust calculated properties to either display a whole number or precisely specify the number of decimal places.

margo_northcutt · ‎mar 8, 2018

Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seems duplicative now that HubSpot has the Product object on Deals. Ideally, Marketing would also love to be able to trigger workflows, build smart lists based on Products. (For example, if a contact is associated to a Deal with Product X, and the Deal Stage is "Closed Won", trigger an onboarding nurture series relevant to Product X.)

jenniferlim · ‎nov 25, 2018

It would be great if HubSpot would allow me to save a draft of my email in the CRM.

shiling · ‎mar 6, 2019

Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. The reason why I'd like to have that is because hubspot's current quote number format is really long, and not friendly to our customers who need to record these in their procurement systems. Secondly, we currently use Xero to generate quotes, and we'd like to migrate to hubspot instead, and to be able to continue from our current quote sequences. For reference, Xero has this functionality that allows us to format the quote number, and to set the start number of the auto-numbering sequence.

Andy_g2m · ‎ene 29, 2019

Would it be valuable for anyone else to be able to set which property columns are visible on lists at a global level?

lleemis · ‎abr 9, 2019

Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.

jthng · ‎jul 14, 2017

The team calendar should allow every member to customized their available time slots. In another words have the option for default availbility to overwrite customized availbility. This is because if i am looking to implement a 24 hours meeting link (i.e Customized availability is set to all day). If one of my colleagues are seated in the States while I am seated in Singapore, their 12pm is my 12am. However due to the customized availability overwriting the default availability ---> if my colleague is not available at 12pm and I did not block off myself at 12am in my Google calendar, it will identify me as available and have the option available for selection in my meeting link. This resulted in me having to block off every day when I am off work in my google calendar and it becomes really cluttered. It will be helpful if we have a feature to block off the timing that we are off work.

Las grandes mentes piensan igual

Log SMS texts sent to contacts in the CRM

Setting for "Working hours" for ServiceHub

Allow creation of datetime field from Contact Property area (not just API).

Calculated Fields Rounding (Allow calculated properties to display a whole number)

Filter Deals by associated Products

Save email draft in CRM

Configure quote number format

Setting Default List Columns at a Global Level

Overdue Tasks --- Adding Filter "By Due Date"

Individual custom availability for team Meetings links for international teams

Entregado Recientemente

Recientemente en Beta