Great minds think alike

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.   ...read more

Currently the properties cards' values can't be edited in the middle column view. The view only lists data. This would give more flexibility to edit and highlight the important data. The left sidebar needs more scrolling if the user wants to see multiple properties quickly.     ...read more

Hi   It would be fantastic to extend the new Associations feature to cover same-type object associations.   This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us easily scale prospecting.    Then it'd be helpful to do the same with contacts (for example - Joe knows Bob from a previous company) and deals (for example - these deals are part of the same overall opp)   Thanks! ...read more

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time. ...read more

Hello,   I am just starting with Deals and I have an issue regarding the mandatory properties to create a deal.    When Creating a Deal, I want my team to put the Company and the contact associated with the deal. Both information are Mandatory to create a Deal. Today this is not possible.   It seems like a no brainer to ensure team are never missing basic information in a deal.   Thank you ...read more

I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals.   I know that hubspot has the "became a lead date", "became an opportunity", "became a customer date" properties, but I can't seem to get any good report using these.   ...read more

Hi HubSpot Development Team,    I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging.    Thanks for considering! Grayson  ...read more

The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record.   You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: Connected to Gmail it's getting new records daily from people that have multiple email addresses.  Moreover, just doing an import of addresses from other databases can result in multiple Contacts being created for the various email addresses someone might have. Consider myself as an example, I have 12 different email addresses.  When I take a new client or job, I'll have another.  Those are 13 different records. They are all just me and each of those email addresses should be more easily uncovered as associated with the same person and merged.   What needs to improve Today we have to go into a Contact records and use the Merge function to find the other emails and merge them.  That's a manual process. A pain for large Contact databases. The Contact list should have a "Find and Dedup" option.  The CRM should find likely duplicates not based on the email identifier but other personal identifiers: same name, similar name in same location, etc.  Flag those in the list and make it easy to check the duplicate Contacts and "Merge" them. This really needs to be done as part of the platform as growing companies, teams with many people using Gmail as part of their outreach, etc. will constantly result in new Contact records that can go unnoticed as duplicates of existing records. ...read more

When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cause possibly difficulty with search results while also affecting adoption. There are many other CRM platforms out there (At least 12 I could find) which will automatically format a telephone number.   Hubspot does not currently have this basic feature.   Suggested solution: When a telephone number is typed into a phone field, the number should automatically format to the Contact's standardized country format with a country code in front of it.  So, for US, +1 (555) 555-5555, for UK, +44 5555 555555, etc.  Some countries do not have standardized formats, but widely accepted formats, or multiple formats depending on when the phone number was assigned. I do not know of an easy solution for that, but choosing one format or at the minimum, placing the correct country code in front of the numbers according to the selected country on the Contact or Company would be helpful. Possibly a non-editable drop-down with country abbreviation and code which auto-fills but is still selectable in case of error. This could also help with the calling feature if calling out of the country.   An admin User should be able to toggle in settings whether or not the field will auto format with country code. At the bare minimum, as a US based company, it should at least format any 10 digit numbers into standard US format (555) 555-5555. ...read more