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It would be great to have more than one subscription preference page for different targeted audiences.  ... Mostrar más

Closing tickets is inconsistent and very clunky.   There are far to many screens and they are inconsistent in functionality. 1. If we edit the ticket and choose close at the top of that ticket edit screen, we are prompted to enter the resolution. 2. If we close via the right side of the screen in the Inbox view, it will close the ticket but  there is no prompt for resolution. 3. If we close the ticket from the top of the inbox screen (i.e. Mark as Closed), the ticket will be closed, but the ticket status remains in the "new" ticket state.   So, as mentioned, clunky, and inconsistent in functionality.   Hoping for a quick, consistent, resolution.  ... Mostrar más

When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever.   Or if you are dealing with an Agency, who has contacts on both sides of a transaction, could be "Buyer" and "Seller" or "Seller's Agent" and "Buyer's Agent."   With only a few deals or a few contacts on a deal, this is not a problem, but in larger, more complicated transactions, there may be many different types of contacts. Attorneys, agents, lenders, investors, and more... ... Mostrar más

The reporting features for HubSpot's behavioral events are very limited.   The only report type one can create is a funnel report. And on the funnel reports, the conversion % isn't even displayed!   It would be great if HubSpot would a) add behavioral events as an object for single object, cross object, attribution, AND custom report builder and b) Add conversion %s to the behavioral event funnel reports.   Furthermore, I've posted about this before but there is no current ability to track behavioral events at the ACCOUNT level. B2B SaaS companies need that functionality! ... Mostrar más

As an operations manager, it is required that I can tell at any given time how many agents are available on chat or paused, as well as how many chats each agent is engaged in. Currently I am not able to see how many users on my team are available unless I find and open a chat conversation, click on the Asignee dropdown, and scroll through the list to see who is available or away.    Please add funtionality so we can quickly see agent # of chats and agent availability. ... Mostrar más

The Deal Stage Funnel becomes completely unvaluable once you have a deal that skips a stage. If we take a prospect from stage 1 to stage 3 because of a quicker than average sales cycle, and don't drag and drop them into stage 2 along the way, it does not account for the stage to stage conversion % which is incredibly valuable data. Most companies that have sales teams will have deals that move from one stages to a further stage down the funnel and for one reason or another will skip stages and the tool does not currently account for that.    Can you include an option to included data from deals that skips stages? ... Mostrar más

It would be nice to have a section in the lists where to put a description of it. ... Mostrar más

It would be super useful to be able to see all the attached files in one place, and not have to search for them one by one, deal by deal. I know there is a section in Marketing > Files and templates > Files, where you can see the files, but there are both attached files and images and other documents that are also used in email templates. It would be ideal to be able to see only the attached files in the deals/companies in the same place or folder. ... Mostrar más

There should be a way to show the total pipeline size in a historic month, even if it was created in another time period.  For example, a June 2019 pipeline would show pipeline created in June but also relevant deals created in May, April, March and other prior months. This would allow for the analysis of pipeline size over time, a vital measure of momentum.  ... Mostrar más