Our team uses the Tasks feature to assign tasks to one another.   We have trained the team to review their Tasks page frequently so they make sure to complete everything that is on their board.   Since last week, users opening the Tasks page are being defaulted to "Due today" instead of "Open Tasks". This is causing users to not realize they have tasks assigned to them up until the due date.   I would really like to set the display defaults for this Tasks page for my entire team, as well as view/edit the status of a task (In Progress, Waiting, etc) in the table view mode. ... View more

In a Service Hub Ticket under "Notes", please add formatting options/features as are present in email. ... View more

We have setup a Sales dashboard with different metrics like Productivity, assigned leads, leads status by user, top Hubspot superstars, etc. Our users are organized in teams and our sales reps only see leads and activity for their team. The dashboard filters automatically and when viewing online they can only see stats for their own team. We would like that the recurring email that is sent is also personalized for each person.  ... View more

Imagine you have a sales team of 6 people and leads coming in from various sources throughout a week (call, email, website form fill...). Currently, you can rotate contact owner allocation and it evenly distributes based on the number going through the workflow, which is great. But what about the fact that leads are coming from other places and some are turning into Deals at different rates. We could end up with one sales person having 10 deals and others with 1, but all being allocated evenly still - not quite fair on anyone.   It would be great to rotate leads, taking into account the number of Deals they have associated. That way, the Sales Team will get allocated a number of leads in fair proportion.   The same logic could work looking at lead allocation based on the number of contacts at a certain lifecycle stage (SQL?) an owner has to avoid someone being overloaded with the number of prospects they're pursuing.   All with the same aim - managing workload and distribution.   Any chances of making this a reality?  ... View more

We have LOTS of emails that are used on-going in workflows. Many link to different landing pages, blog posts, 3rd party sites, etc. We don't check these emails often enough to always catch broken links that can occur for a variety of reasons.   It would be amazing if HubSpot could automatically check links in emails and provide alerts or a report with which HubSpot emails should be updated. ... View more

We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage attachements on an individual basis, and you have to load attachments into the GUI in smaller groups. This can make attachment management and location very time consuming. It would be great to have an attachment screen with bulk selection for management/ deletion/ download/ upload...etc. ... View more

Right now, if you want to add multiple criteria from an Excel doc into a HubSpot smart list, you have to copy and paste them each separately. I would love the functionality to be able to copy and paste multiple cells from Excel into a smart list at once for easy updating. ... View more

I recently talked to support about creating cross-object reports, since i'm getting this message: " You‘ve reached the limit of reports you can create across data sets. Manage your reports from the reports list." I do have the reporting add-on, that has a limit of 200 dashboards and 2000 custom reports. But no one has ever told me that there is a limit of cross-object reports.   And then support got back to me and told me that this is currently a technical limitation on the platform, of 200 cross-object reports. Support also told me that this info can be confirmed in Frequently Asked Questions / Other Technical Limits. They also told me that they can't give me any estimate on when this is going to be resolved, and suggested me to post it in here. Also, there is no easy way to filter cross-object reports on the Reports tool. I currently have 417 custom reports, and i'll have to look all of them manualy to see which are cross-object so i can delete a few.  ... View more

Admins need the ability to globally control which notifications all users (especially Sales users) receive.   Use Case: We have 100+ sellers and are going through a massive Company re-assignment project.   Currently, every time a Company is reassigned in SFDC, and email alert automatically goes out to the new Owner (unless they have individually adjusted their notification settings).   This creates confusion and unnecessary work for our sellers who need to be focused on selling, not cleaning out their inbox.   ... View more