Las grandes mentes piensan igual

This is for Chatbots on different websites/pages to specify what FAQ article from the Knowledge Base would be most helpful for the page clients are viewing. Suggesting to specifcy articles on a website by using the Category section. There are a lot of overlapping keywords for FAQ article, so the goal is to be more specific and direct. This will lead to quicker answers and less time for clients to wait for an agent or email back when the answer is in a FAQ article. For example, on our event planning dashboard, we want FAQ articles relevent to the dashboard. For our game platform, we want FAQ articles relevant to an attendee for troubleshooting support ✨   ... Mostrar más

The new Customer Report Builder does not include relative date filters like Today, This Week, Past Week, This Month, etc. This is a feature in Single Object reporting, how is it not a feature of the new Custom Report builder.   Using "Is more/less than" or "is between" are not an acceptable workarounds. Is this a feature that is coming soon? Pretty glaring hole in this new reporting feature.     ... Mostrar más

Hi!    I would love to be able to create a Dashboard that shows me, when a Propertie was changed. There is this Option for example with the Lifecycle Stage: 'Became a Lead Date'. But this Option would be so helpful for every Propertie. The ones from Hubspot as well as the ones you can create yourself.    Hope you got the vision and would love to see the Idea become true!   ... Mostrar más

Currently is there a solution where you can link deals together?    We need a solution that shows phases of deals in separate categories, stages and price points. For example, a deal is started, but an additional line item is added. We don't want to change the deal, because the original deal has already started or in production.    Is something like this being thought of? Or out there already?  ... Mostrar más

It would be great to be able to drag and drop files from my desktop into the Attachments section under a Contact. ... Mostrar más

It would be wonderful if there was the ability to clone and edit default reports. Often what's there is 90% of what I am looking for and I'd only need to make minor edits. This would save a lot of time vs. starting the report from scratch.  ... Mostrar más

In reviewing here internally I am able to confirm that there is not a workflow if/then function that will check for matches in the two different properties. It's a very interesting idea, though!   I want to create a Custom Object that will house a database of current customers and their infomation i.e Name, Phone, Address, etc, etc My second Custom object is going to have new clients fill out a form and with that form submission the fields that have data will cross check the database of current customers and then return information on matching fields and label them as a Conflcit.  I.e if existing customer has an address of 1234 Main Street Dallas, Texas and then a new form is subitted with that exact same address I can be alerted to review the records.   ... Mostrar más

Currently when you click on a link from the tasks page it takes you to the current contact and shows ALL tasks assigned to that contact, and the task you want to see might not be the top one. Instead of taking you to: contacts/(number)/company/(numebr)?taskId=(taskid) It should take you to: contacts/(number)/company/(numebr)?engagement=(taskid)   That link shows just the task you clicked on, and not every single other task assigned to that contact. ... Mostrar más

Hello HubSpot Community!   Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to be able to see how long our enterprise deals have been in the pipeline (total amount of days).   The ideal criteria for the the report:   Close date = Known Pipeline = New Business Amount = $200k+ Entered Stage 30% = Known (this allows us to view deals that passed the criteria of a certain point) Stage is = None of Close Won/Lost   HubSpot has the built in "Average Time in Stage" and "Days to Close" properties, however neither of those work.   "Average Time in Stage" doesn't show the total time in the pipeline (only the average by stage). "Days to Close" provides insight from Contact inception through the current stage. This doesn't work as I want to drill down on time in the pipeline alone Would love to know if anyone has been able to successfully built a work around. Otherwise, I'd love to see HubSpot generate a property like this.   Best, Brian Carter Director, SalesOps | Decision Lens     ... Mostrar más