Gute Ideen sollten geteilt werden

The new prospecting tab (beta) only seems to be available to Sales Hub Professional subscriptions https://knowledge.hubspot.com/prospecting/use-the-prospecting-workspace   This might seem logical if you just go on the name 'prospecting'. But to me - this tab is just a 'daily planner' tab. Our Service team would benefit greatly from having the same overview to be able to: - See their tasks for today / overdue - Have a proper schedule / calendar view for the entire week rather than just a daily view in the task side panel. ... Mehr anzeigen

In order to gain a better knowledge of which emails need to be improved it owuld be good to split health score between automated vs non automated (sales) emails ... Mehr anzeigen

i just don't like a change. the pop-up box when closing a ticket has now gone and is a right hand side bar that opens out. BUT when closing a ticket and updating properties, you're working on the left hand side. the middle pop up box was easier to see and less movement. Now i have to move from the far left to the far right and it's not lean. ... Mehr anzeigen

It's already possible to customize sidebars per team – a great feature so different teams can see different things!   For us this is crucial but there is a missing piece of the puzzle:   Why can we not customize the "create ticket" form in the same way?   Ie. our inhouse sales team wants to create tickets that are really all about the customer and their requirements whilst our service team wants to see totally different ticket properties such as what the problem is and how long the repair will take.   Please give us the option to customize the "create" form per team – it could work just like this (click) so it would be very consistent with the rest of HubSpot!   There is already space for it 🙂 "create team view" isn't something new ... Mehr anzeigen

Currently, it is not possible to view previous versions of sequences like we can with workflows. It would be great if a similar feature was added to sequences!  ... Mehr anzeigen

Hallo,   es gibt die Funktion, Mails später zu versenden. Diese ist auf 6 Monate begrenzt. Da dies für bestimmte Kontaktszenarien oftmals nicht ausreichend ist, möchte ich anregen den Zeitraum auf 12 Monate zu erweitern.  Viele Grüße Guido  ... Mehr anzeigen

We are in need of identifying a quick and easy way to generate a list of thank you letters that need to be sent to donors based on won donation "deals".   We currently have a workflow that sorts out acknowledgements by email or mail and it then assigns tasks to one of my team members to complete.   We then set up a Tasks/Contacts/Deals report to pull those open tasks that will generate a mailing list.   However, when "Tasks" is primary, it will not pull all the required information. And when "Contact" or "Deals" is primary, it will pull the informaiton - but it won't pull all the tasks.   I have contacted HubSpot support twice and have recently been told this may not be possible and I should suggest a New Idea.   Essentially, we need a way to be able to create an old-school mailing list to thank you contacts based on won deals (or really any action). ... Mehr anzeigen

Could be a great optimization to show the name of the notes next to the date in the lineal views. ... Mehr anzeigen

Hi team! I have a use case where contacts should only be unenrolled/attributed to sequences meeting rate only if they booked a time from the sequence's meeting link. This is because users could be retroactively logging meetings while contacts are being enrolled in a sequence. This will cause the contacts to be unenrolled from the sequence unintentionally.   At the moment, the meeting rate includes any meetings scheduled causing automatic unenrollment. This can include one-off meetings scheduled in HubSpot. It'll be great if we can decide what are the meetings that will get the contact unenrolled. (See kb)    It'll be best to exclude manuly logged meetings from sequence enrollment and performance data. ... Mehr anzeigen