Gute Ideen sollten geteilt werden

Hallo liebes Team,   folgende Herausforderung: Wenn ich in einer eMail einen Anhang einfüge, wird er mir auch in Hubspot auf der rechten Seite beim KOntakt als hochgeladener Anhang angezeigt. Wenn ich nun diesen Anhang noch einmal versenden möchte, muss ich ihn erst herunterladen und dann wieder an die eMail anfügen.  Großartige wäre es, wenn ich den Anhang direkt aus "Anhänge" wieder an die Mail anhängen könnte. Vielen Dank! Matthias  ... Mehr anzeigen

The top right of the forecast section, with label "Sales Pipeline", should not include every stage of the pipeline, only the pipeline in a forecast cateogry. This is legacy and should change logic or be removed entirely as it is confusing.   We have excluded stage 0, which is not qualified, and has been excluded from the total forecast number, but on the top right, it still does not align with the table below, which does exclude stage 0.   The 12M Open Pipe include stage 0, but should minus anything not forecasted, so equal the below table of 11M and 1.8x coverage, which is the correct numbers.       ... Mehr anzeigen

  We've noticed that when users see the bold message, "There are no available times with this duration with the company today," it often causes a slowdown in bookings for the first week of the upcoming month. The prominent message grabs too much attention, leading users to overlook the availability in the next month. From a UX perspective, this could be improved. I’ve seen many requests for the ability to customize the Meeting Scheduler, which makes sense — everything related to meetings should be customizable. ... Mehr anzeigen

If you bulk update deals to move them to a new deal stage that has required properties, it now forces you to input the same data for all deals to move them to this deal stage... even if the deals already have the required properties populated.    The same thing happens for tickets in ticket stages.   Please can this be looked at as it's causing us a lot of issues. ... Mehr anzeigen

The Google calendar intergation currently shows all calendar detail of every event (Event names and times). You cannot choose to select to show only free/busy times as opposed to all event detail (as is native functionality within Google Calendar). I have my personal and work calendar connected so people can book in with me when im actually free, however, everyone can see all my personal appointments - not ideal. Can we all upvote this functionality to get Hubspot to solve it? ... Mehr anzeigen

"If a call, one-to-one email, meeting, note, task, postal mail, LinkedIn, SMS, or WhatsApp message is first logged on a company record, it will be automatically associated with the company’s five most recent associated open deals (i.e., deals that are not in closed-won or closed-lost deal stages). One-to-one emails sent and outbound calls made from a company will also be associated with the contacts that were emailed or called."   Feedback on the above - I would like to mention, Id like to give feedback though i think Hubspot need to look into this, as it creates a very messy CRM, and confusion anyone looking at it. There needs to potentially be an option in associations or its removed completely, and we make the association choices. I find it amusing in particular one client, any call, notes, emails or tasks created its associated with 9 associations which i think is crackers from our point of view. Anyway in the meantime we have put a plan in place to hopefully eliminate this issue going forward.  ... Mehr anzeigen

We want to create BULK spam and hard bounce lists. But apparently there is no function to do this. Please create this feature. Support told us we have select ALL our marketing emails individually in order to create a list of spam and/or hard bounces.  We have thousands of emails so this is nonesense. A bulk option should be available. Thank you ... Mehr anzeigen

There is a current limitation in the system: if there is an active pipeline rule in any pipeline, it prevents you from being able to mass edit the 'Business Stage' and 'Pipeline' properties, even if the pipeline you're in has NO rules! This puts you at a crossroads: Either you use the pipeline rule function or the mass editing function of the business stage ... Mehr anzeigen

Hello!   While the ability to look back on call recordings is fantastic, the most useful feature as a sales representative is the call transcript. I've noticed that regardless of window size, three components make reading the transcript significantly more difficult: the audio visualizer, the participant tabs, and the "Is this transcript useful or not useful?" popup. With all three of these being open on launch, there is almost no room on the screen to see the transcript, let alone scroll through it. I would love to have the option to hide the first two features by default unless manually expanded, as it would eliminate extra steps and make recall of past conversations smoother and quicker.    Thank you for reading! ... Mehr anzeigen