Grandes mentes pensam igual

Auto-population of close date by default is causing me problems!   As an admin, I want to be able to change the default lenght of time used to populate the close date that is used for automatic definition of the field and to be able to choose not to automatically populate the field.   There is a related idea with nearly 50 upvotes that is categorized as "Sales Reporting":  https://community.hubspot.com/t5/HubSpot-Ideas/Disable-default-closed-date-on-deal-company-contact-level/idi-p/21210 ... Exibir mais

Currently, there is not a way to enroll someone in a workflow and have any immediate action, then follow it up with a date-centered action. It has to be two separate workflows.   Here is my case example:   We have a webinar series that starts on April 1st and occurs weekly for 3 weeks. People can start purchasing at any time since there are limited spots available to attend. We want to send someone a confirmation email immediately after their purchase, then send them a reminder email 1 day before each webinar.    Ideally, we could set up a workflow where the enrollment criteria is that the purchase occurred, send an email immediately, then delay until the day before a webinar, send the confirmation email, delay 7 days later, send email, etc.   Instead, we have to create one workflow for immediate action and a separate one for date-centered actions. However, we have 20 different webinars occurring on separate dates and 20 workflows seems a lot more reasonable than 40.   Hoping Hubspot can take this suggestion into their next workflow development project. Thanks! ... Exibir mais

Hi team, posting on behalf of my customer:   We are running a HubSpot hosted page that we have limited access for certain members only. We are looking to upload files from our file manager to these paages so that only our members can access the files, but at the moment, there is no way to limit the access of the file to be member only and we do not want our members to be able to share the url of the PDF with non-members.   Hence it will be highly beneficial if we can limit access to files, like password protect it, similar to what we can do with pages    thank you! ... Exibir mais

I would like to add some "subcategories/focus areas/topics of interest" as an option for the customer to select which are linked to the main subscription type.     In practice, the idea is to have customers select what interests them the most and create personalised newsletters and marketing emails for that client. Later on, the customer could visit their email preferences and update his/her interests and a specific "subcategories/focus areas/topics of interest".   So far I have added a new property that the customers can choose while they are registering to the subscription type. However, they won't be able to update it later.  Is there other marketing people that feel the same need? ... Exibir mais

When we are trying to merge accounts we only see the company name. As we have multiple companies with the same name its hard to find out. Is it possible to add an extra field inhere with (for example) city or postal code? ... Exibir mais

See this thread: https://community.hubspot.com/t5/Sales-Email/Placeholders-not-working-in-Templates/m-p/322497   As stated in that thread, when using a Custom Placeholders in templates, it works as intended with Sequences.    However, when used in a standard email where you have selected a Template that contains a Custom Placeholder, the email inserts bracketed text (eg [[ MISSING PLACEHOLDER - MY CUSTOM THING HERE ]]) instead of prompting for the text to use to overwrite the placeholders.   Note, this also does not prevent the user from accidentally sending the standard email without first making edits to the bracketed text. You can totally go ahead and send that email with the missing placeholder text there for everyone to see. ... Exibir mais

It would be great to have the option to display the articles in alphabetical order, in our knowledge base.   So that there's an extra way to organise the articles within the different categories, with a rule that could apply for the entire knowledge base, or with a selection per category.    This will add a lot of value on displaying the articles in a nicely organised way, rather than a chronological preview. When having a large number of articles would make this feature very useful. In addition, if you'd want to highlight some of them, bringing at the top you could add a number in front too.    For the moment, there's the drag & drop functionality, which is more of a manual action for individual articles (or categories).    Thank you for considering it!  ... Exibir mais

PROBLEM: We have managers in Hubspot who needs to see all the fields and sections across all teams. However, Hubspot sidebars are assigned by the user's primary team. This is great, except it doesn't work when we have managers managing multiple teams.   Example assignment: Primary team: Sales Additional team: Enterprise, Commercial, SDRs   In this case, the manager can only see the left sidebar for Sales.    IDEA A possible solution would be to set conditional sections by Hubspot User. When Hubspot user is X, then show X.   ... Exibir mais

Our team would like to be able to analyze the success of emails within specific campaigns. I can access this by going to Marketing->Emails, and clicking the Analyze tab. The "Email Performance Dashboard" is exactly what I need, but there is not an option to Save as a Report as there is for other data there. Similarly, I can see this information as tied to a specific workflow by going to the Performance tab of the workflow.      I spoke to a Hubspot rep, who let me know that "there is not a way to replicate these with the reporting tool, because they are not measured in property values like the others, instead they are cross referencing historical and analytical data."    Having this info at a glance without having to visit each campaign/workflow would be helpful to our team.  Thank you!  Erin   ... Exibir mais