Grandes mentes pensam igual

The call feature would be better if it included the option for a conference call. ... Exibir mais

Bulk edit team permissions ... Exibir mais

My company uses the Custom Report feature frequently and I've discovered that some of these reports fail to capitalize in their visual representations of data. For example:     It would be great if the programmers could evaluate and correct this so that my reporting looks as polished as possible. My Board and C-Suite frequently reference our Dashboards and I feel that their impression of the report may be skewed by the grammatical errors here.... ... Exibir mais

We are a real estate agency that uses the deal pipeline to place deals named after Home Properties. Depending on the home property in the pipeline, specific team members need to work on the deal.    This is where you build your team in the deal and contact profiles for that specific home property. You assign your specific person for each department field for that home property. Such as Molly for transaction coordinator, Tim for listing agent, and Chris for marketing under the deal profile and associated contact profile. We actually have this part set up in HubSpot now.   Then in the workflow you place the department field in the assigned task field. (HubSpot does not allow this currently). This way you can easily switch from dept to dept for the tasks, but always land on the specific person you want from that department for that specific deal. You can avoid the issue of round robin. And also avoid the issue of worrying about manually switching contact and deal owners. You can just set it and forget it when you create the deal and assign the contact to that deal.  ... Exibir mais

Would like to be able to associate contacts to other contacts   Basically we are heavily B2C and can have individual people or entire familes that we help with insurance.    Would be great to be able link partners/kids/parents to each other, we used to have this functionality on our old CRM and is one of the few major loses we have found since switching to Hubspot ... Exibir mais

I just want to make sure we can easily backup all the playbooks published on our HubSpot account. It's really easy to edit everything directly on HubSpot and then I always forget to update the original file!   Also I have a fear of deleting a playbook or update something and unable to find the previous version...   So in summary, backup and restore function would be AMAZING. Thanks. ... Exibir mais

It would be really great if numbers in Hubspot can be customized!! So you can show figures as you prefer! At the moment you can either show an amount like 1110899 (just free numbers) or 1110899 £ (a chosen currency).     Two problems. First of all it looks awful when just showing numbers in free format. It's really hard to view large numbers like millions.  Secondly, if you draw in figures in different currencies like we do, we need an option to control which companies that show the figures in pounds or euroes or dollars. So like a dependency columns that show the right currency dependent on another property like a country/market property.  BUT the first problem should be pretty basic to fix!  It would be nice to show numbers like this 1.110.889 or 1,110,899 instead of just 1110899.  Please prioritize to improve this asap!  ... Exibir mais

Would be great to be able to schedule onto Tik Tok through social.  ... Exibir mais

The idea is simple, not all our users should see all emails that come to the inbox, but only the once that are assigned to them.   Sometimes (eventhough there is a diffrent address for that) partners send us sensitive information to our info@,  we still want to track the info@ but dont want it to be available for everyone. This can be annoying but it also can be dangerous, because it can also happen with tax consulting office, insurance, Applications etc.   So the idea is to add another level to the permission, not only if a user  hast permission to see the inbox, but also if he can see only assigned mails or all the mails. ... Exibir mais