Las grandes mentes piensan igual

TBroughton · ‎jun 15, 2021

When completing a call, the orange box used to have a complete call and create follow up task included together. It has now changed to complete a task only, now having to manually create a follow-up task by clicking, edit and going through the menus. It may seem small but doing this through the whole day really does have an impact on the speed we can work at. The one-click format before was much more efficient

Anonymous · ‎jul 4, 2022

Building custom templates and modules by using hubspot fields is super nice and flexible however, it becomes a bit messy when there are multiple/large groups/sections of fields as currently there is no option to collapse or expand the groups/setions in the Design Manager. It would be really nice and helpfull for navigating through the groups/sections fields, if hubspot can make them collapse and expand e.g, in the Website Pages edit mode etc. Below images illustrate how it looks in the Design Manager currently and what i mean by expandable/collapsable (e.g, like in Website Pages in Edit mode). Design Manager: Website Pages in Edit Mode: Hoping to see this fearture as part of hubspot in near future. Happy Coding 🙂 Thank you!!

LisaStappert · ‎jun 14, 2021

What: When logging an email or activity to a record, you are already able to create a follow up task. It would be helpful to add the ability to associate this task to a task queue. Why: Customer tends to use task queues over any other task view in portal, which means follow up tasks easily get forgotten.

JKohlmeier · ‎mar 3, 2023

We have multiple deal pipelines running. Some teams would really like a specific, close date to default. Other teams don't want a default close date on their deals. We would love the ability to customize the default close date per pipeline. Default to end of month for one pipeline. Rolling 30 days for a different pipeline, and turn off the default for a 3rd pipeline.

Drish · ‎mar 3, 2023

Make a notification available for changes to system settings.

rwong · ‎feb 27, 2020

Hi team, posting an idea on behalf of a customer! It's great that our current chat widget allows users to attach a screenshot to submit in the chat. That said, there's this feature that Google has for in their feedback module: https://stackoverflow.com/questions/4912092/using-html5-canvas-javascript-to-take-in-browser-screenshots Basically, for the"Feedback Tool" pop-up window that appears in the bottom corner of the user's device, there's a button in the pop-up that allows users to create a screenshot from the current screen to submit directly with their feedback. So it'll be pretty cool if the chat widget has an option that allows user to snap a screenshot from their current window with a button!

sk0si · ‎jul 24, 2020

I'm creating tasks by a workflow and I want to use a due date according to a date field from contact's property. Right now I can only choose "in 3 days" and so on, but I'm not able to handle specific due dates. This is my usecase: - Sales reports a meeting by a landingpage, herein the sales writes infos & defines follow-up-tasks - by a workflow, the report gets sent to his team by mail and in addition all tasks according to the report gets created & assigned to specific team members --> I need to set due dates correctly, please allow to set a due date with a personalization token.

JHaug5 · ‎jun 11, 2021

I've got a client that uses Housecall Pro and while Map My Customer has similar features the price point is significantly higher. Currently, there's no native integration. Hubspot doesn't have the features that HousecallPro or MapmyCustomer has so it doesn't make sense to build these features out in Hubspot. My client is willing to potentially build this out but I'd rather coordinate with Hubspot so we don't have to build the integration twice.

MBarnes · ‎dic 10, 2021

It would be great additional training and guidance to be able to embed sales email templates in a Playbook. The way we have our Playbooks set up there is typically a post Playbook action such as an email or a call. It would really help our team get up to speed faster if they could see the template within the Playbook. Another huge benefit would be able to use Playbooks within workflows. For example, if the workflow is logged create a task for sales to email blank or follow up in one week etc.

00000 · ‎mar 2, 2023

It would be good to be able to use the filter options grayed out below in workflows of calculated properties. Use case: Company pages can have multiple different custom object Xs associated. A company's associations to X often use the same association label. Some X and company associations are 1-1, others are 1 (x)-many (companies). Company information needs to be copied to X upon association. 1st workflow (company based). Trigger, # of associated Xs is known. The company info is intitially copied on restricted properties in X via a company workflow for all associated Xs using the same association label. 2nd workflow (custom object-based) Trigger: Trigger property is known. (Property set by associated company as it completes workflow 1.) Ideally, the second workflow would only enroll an object X if number of associated companies was updated in the past day. Instead, it runs on all associated Xs of the company and the workflow requires filtering that isn't always as intuitive as filtering at the start would be. Repeated unnecessary enrollments can also affect reporting and cause end user frustration when trying to view workflow history in the activity feed. The info is filtered and moved out of the restricted properties and into visible properties.* *Direct copy into the visible properties is not done because associations are 1 (x)-many (companies), so format data is used before updating the property.

Las grandes mentes piensan igual

Follow up task after completing calls

Possibility to expand & collapse groups & sections in the Design Manager.

Associate follow up task to task queue

Customize Default Deal Close Date by Pipeline

Notifications

Allowing chat visitors to take in-browser screenshots for Conversations

Enable personalization token to set due dates of tasks by a workflow

Create Native Integration with Housecall Pro

Embed Sales Email templates In Playbooks & Allow Playbooks To Be Used In Workflows

Allow updated date to be referenced in calculated property workflow filters

Entregado Recientemente

Recientemente en Beta