It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for our SDRs). It would be really helpful to be able to merge deals.   Additionally, there could be a drop down form when merging deals to indicate which parts of the deals you want to keep when there is overlap. ... Mehr anzeigen

Scott from the product team here.   We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data  together by viewing template and sequence reporting independently within HubSpot.     To solve this, we're building open and click reporting directly into Sequences.     If you're interested in getting early access to open and click reporting, upvote this post and we'll reach out to you to let you know as soon as it's available.  ... Mehr anzeigen

We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for.   This will allow our support staff to support multiple individuals in a way they can't at the moment and in reality, in many businesses, an individual will often work with more than just their own team. The user permissions settings are far too basic at the moment with just 'individual', 'team' and 'everything' not granular enough.     ... Mehr anzeigen

Submitted on behalf of the customer:  - Currently, we have ad campaigns with cost per contact or ad campaigns with cost per contact. It will be great if we can have the drill-down reports of these campaigns or to have Cost per contact per ad group or at an ad level ... Mehr anzeigen

Hey hey,  we would appreciate the feature, that email signatures will automatically be added when a team member replies to an email within the Conversations / Team inbox. Currently we are using snippets as a workaround, but that should not be the long team solution. Otherswise it doesnt make sense to add a team inbox  to hubspot nor does it make sense for our customers to not be able who they are in contact with. Since we are customer centric, thats not what we want  ... Mehr anzeigen

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. ... Mehr anzeigen

Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure.   http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-workflows ... Mehr anzeigen

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. ... Mehr anzeigen

I spend 4.5+ hours a day in HS and one of the key features that made it easier for me to manage and track progress with our automated nurture emails was the ability to sort by email name in the email analyze tab. The newest update of the analyze tab removed this feature, which is a bit frustrating. I had named our nurture emails based on the order in which they appear in the corresponding workflows. Being unable to sort by name means it takes me longer to go through and look at how each email is performing. Even with the same date filter and campaign filter that I used before, the analyze tab looks more cluttered than organized.  Hubspot, please bring back this sorting feature!  ... Mehr anzeigen