Les grands esprits se rencontrent

We recently had a cookie issue where a lead's email and form submission details (roughly 10 fields as this is an application form) were associated with an existing lead we had in the CRM, which updated their details.    I have to manually populate the form fields and triggers with the data the 'imposter' lead submitted and manually revert the existing lead's details back.    It'd be great if this could be made easier by associating form submissions to contacts, rather than keeping incorrect user activity on records and manually filling out the data.  ... Afficher plus

HubSpot has some really impressive reporting functions, but I'd like to see a ticker option available for (un)summarized reports. We have a lot of data being captured in these types of reports at any given moment. The report would have a lot more utility if it automatically scrolled (bottom-to-top), in an endless loop. ... Afficher plus

After editing a scheduled post using filters like social channel, campaign, and creator, when I'm done editing one post, I can't continue editing other posts from the same point where I was going. When I finish editing one post, the scheduling tool jumps back to the "published" tab and I have to start filtering and searching for scheduled posts all over again.   I wish that when I go back after editing one post, the filters and the page of the scheduled posts would remain there so I don't have to look for the next post all over again. It was like that before this latest update. ... Afficher plus

Hi  it seems like there´s no way to create a report as the one I´m looking for.   I´d like to extract the amount associated to wons from companies that has first got a won this year. The company might have been created in our database before this year, it might even have some deals in various stages during past years, but none won until this year.   I think this is basic: how much did we earn from new clients this year?   I tried to create a Report using the following filters, but it wouldn´t work: * Amount of Companies associated to Deals Won whose close date was this year and Deals that has never been Won whose close date was before this year    I hope Hubspot makes this possible in the near future to elude doing it by manually monitoring every won. ... Afficher plus

When you are working on Workflows, Emails or whatever, the comment bubble is not so relevant. If it could be possible to change the color (default soft yellow 🟡, and optional different colors, for example orange 🟠, red 🔴 or green 🟢) will be easier to detect this comments and mark it for the team depending on the urgency, importance or what the team determines internally.   Thanks! ... Afficher plus

Whenever you create a quote for a Deal, it automatically takes the name from the Deal Name. Would it be possible though, to customized the quote name to include the Deal ID? ... Afficher plus

At the moment, when I am in the contacts view when clicking into a record, I cant go to the next contact without exiting that contact, being taken back to page one and then having to navigate back to where I was, which is frustrating. It would be great to see a previous and next contact option at the top of the page when in a contact record.  ... Afficher plus

Would be great to be able to organise surveys into folders for better management. Currently you can't. ... Afficher plus

Posting on behalf of a customer here: Would be greatly helpful if the data we see in reports regarding revenue goals can be exported and analysed in excel - would increase the utility of the data exponentially! ... Afficher plus