Great minds think alike

Add the ability to have a traditional sales pipeline dashboard funnel graphic as shown below based on the specific sales stages a company sets up based on "deal amount" non-weighted.  ...read more

We need the activity reporting to record a given activity like meetings for all company attendees.  Mean that meeting to show up as activity for all company attendees not just the creator of the activity ...read more

The search function to add contacts to a sequence is very poor.   For example, we wanted to add all contacts associated with the company Dell to our sequence. If you search for Dell it brings up a tonne of contacts that have no association to Dell and who do not have Dell included in their name or email address. Additionally, the search function failed to find some contacts who are associated to the Dell account and have a @dell.com email address.   This makes it very time-consuming to get all the relevant contacts into a sequence. ...read more

1) Who (what type of role or team) is the feature for? This would be for our Customer Service reps that gets all their info from form submissions. Currently we have to map fields that appear on the left panel of the ticket which includes every ticket field even though it's a different ticket type (form).   2) What is the goal? The goal is to have the form submission in front of them instead of the confusing left panel where the form data currently exists.   3) What value will this add? It won't be as confusing as the current setup.   4) Are there examples of other places or products who have this feature? The Contact record for any person has the "Form submission" section in the timeline if that person filled out a form.  Seems like the function already exist in one area but not in others.   ...read more

I would like to have the ability to have the added option of an "On Hold" win probability. Having to select a percent, win, or loss is rather limiting.  ...read more

Add a filter for the data being displayed. For example, if I pull in the salesforce campaign ID and filter by some campaign IDs the resulting report will display all the campaigns the contact was ever part of (this being a contact-based report) and not only the filtered IDs.    I understand that we are pulling a contact based on their involvement in a campaign and they can be part of another campaign too, this is why the other campaign is displaying. So here is the trust of the idea, have a permanent filter for the subsection of the data being displayed so I can filter out the undesired elements of the data being pulled.  I can see this being useful in many different scenarios.  ...read more

For optimizing your sequence, I find the sequence duration a crucial point. Since it is important to know that what frequency of emails should be sent in how much duration and how soon or late should you wrap up your entire sequence?  ...read more

We've noted a gap in form functionality.  I wanted to take a moment to share what we're seeing and see if there was a chance of getting a very minor functionality change/improvement made to the product.  Here's what I got:   Problem statatement:  E-mails generated by forms will only appear as if they are sent by system users.  My authorized E-mail address (the one I use for my inbox, and the one I'd want someone to actually reply to) can't be used as the from's from address.     Workaround:  Actually, there is no apparent viable workaround.  I tired setting my inbox email up as a user, but there appeared to be other downstream consequences (specifically with a user that I didn't want to be a user appearing in the system) that made this prohibitive.  Automation was also suggested; however we don't have that option in our current plan and are not currently in a position to fund this.   How to solve:  Allow my authorized e-mail address to be a sender on E-mail messages that result from the output of a form.    Result of a Change:  Have been a paying user for about a month now, and I'm pretty happy with HubSpot.  Adding this would make me a happier user.  (i.e. 😀)  I suspect it would also cause others to stop saying "oh man" and think "gee, that doesn't do what you'd expect" and like the system more too.   ...read more

We would like to give users the ability to dismiss the chatbot or manage their chatbot view settings so that the chat icon does not appear again for them. Both at an inidivual bot level and global level. ...read more