Les grands esprits se rencontrent

gotmike · ‎juin 5, 2017

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...

toricook · ‎févr. 3, 2021

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!

sd_elm · ‎nov. 1, 2018

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.

rossfruin · ‎avr. 21, 2017

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?

FacundoCastillo · ‎sept. 27, 2021

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

ltorres9 · ‎juin 13, 2022

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.

crovalino · ‎mars 31, 2020

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.

laurenmarjorie · ‎janv. 9, 2018

(posting on behalf of customer) We (management) must be able to create a list of calls with all details including call length, outcome and directly listen to the call. We can't manage the prospecting process without this functionality.

MailineDE · ‎mai 15, 2023

Currently, when we create a product, it can only be sorted in one category / product folder. If a customer has several offers and he wants to sort his products by offer, he will have to follow the following case: 1 offer = 1 category / product folder. Currently, we cannot add the same product in several categories. The current solution would be to create a new product for each folder but this requires not having the same reference/UGS... Would it be possible to give us the possibility to add / associate a product to more than one category?

JoeMayall · ‎mars 10, 2021

CRM records now make better use of vertical space to provide more data with less scrolling. We know HubSpot users need to find their data fast so we're surfacing more data to help you do more and scroll less. Collapsible Timeline Activity Timeline activities are now collapsed to help you navigate the timeline more efficiently. Timeline before: Timeline after: When you find the activity you'd like to work with, simply click the activity card to expand and make edits. Improved Clarity We've cleaned up the highlight card as well as information shown in the right-hand sidebar. Highlight card before: Highlight card after: Right sidebar:

Les grands esprits se rencontrent

Allow Contacts to have Deal Roles

Add New Behavioral Event Reports

See user availability for chat

Deal Stage Funnel Should Have the Option to Include Stage Skipping in Reporting.

List Description

View all attachments in the same place

Report to see pipeline size per month

Call report list view with all items about call and recording

Put a product in several categories at the same time.

A Cleaner, More Streamlined CRM Record

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