Grandes mentes pensam igual

MMuzykanski · ‎out 13, 2022

Hola buenos días! Intente crear un correo de marketing automatizado y agregarle una personalización con día de la semana para que por ejemplo pueda cerrar un correo con un: “Feliz jueves” desde soporte me han dicho que no es posible establecer un valor de propiedad con "día de la semana" creo que sería una buena opción que existiera esta posibilidad. Saludos! 😉

GEiselt · ‎out 12, 2022

We've deployed several custom objects that our sales rep interact with and/or review on a regular basis. We'd like to make them owners for various reasons, but only be notified of ownership for one of them. Wish there was a way to customize notifications for individual custom objects, not just "custom objects" as a whole!

DKotowsky · ‎out 12, 2022

It would be super beneficial to be able to edit Related Company Labels like we can with Associated Contacts for example. There is a need to differentiate the type of child. Also, there are different types of related companies other than a "child". Please add this functionality!

Ericsen · ‎out 12, 2022

Hi, So I'm building out the "Quotes" tool for my team and have ran by a feature that I know will be helpful internally and also for the recipient. Why don't you add a line item once the quote is generated that also shows the "Annual Value" or subtotal instead of just the monthly. We're looking to have this built into our quote but the only work around we've been able to do at the moment is to add total number line items to discriminate monthly value and get the total to be aimed annually when it can be there.

ZPlatten · ‎out 12, 2022

When you search a contact they are presented with the quick options of note, email, and call. This is great and I'd love to see some flexibility there. For example, our company never uses the 'call' feature from here because we want all our reps to go into the contact and review the notes prior to calling. So for us, it would be really handy to be able to change that option to Log a Call to save our inbound CSRs a couple of clicks.

JoeyW · ‎out 12, 2022

We have our Sales pipeline reporting on Total Contract Value, however our Sales targets are on ARR - It's frustrating that you cannot switch revenue options between Goals and Sales Pipeline.

fuyar · ‎out 12, 2022

When activity has recording, player is not visible on contact's activities. Only it is visible under Calls page. For example Pipedrive shows the player on contact's activities without going anywhere. Wouldn't be nice to see there for Hubspot too? You can see the releated screenshots below.

JKlappenbach · ‎out 12, 2022

Allows sales and support staff to rate their dialogue with the customer. An average of this assessment should then be able to be evaluated on the customer contact. Thus, customers can be filtered according to very good, good, average, bad or very bad contact. And then adjust the service to this.

AriSherbilll · ‎out 12, 2022

I built a survey and wanted the 'Thank You' page to be a custom landing page as an upsell. Turns out, not possible! Wouldn't it be more useful for landing pages to be customized where and when you want them to appear? Examples: 1. Ebook download --> Webinar Invite --> Survey about webinar 2. Survey --> Upsell --> Second Upsell

WStoffberg · ‎out 12, 2022

When writing workflows or creating reports, it is not the simplest to filter by whether a ticket is Open or Closed. In the tickets and pipeline view you can filter by all open or all closed (e.g. My Open Tickets). Current workarounds are: 1. Selecting all statuses that are Open/Closed. However this is a pain as there can be many, and if any statuses are subsequently added everything will need to be manually updated. 2. Filtering by Close Date is Known/Unknown. This works well, however if a ticket was closed and then reopened there will be a Close Date and the filter will not work. As this ticket property seems to exist (or at least the capability for filtering by this in pipeline view), it seems crazy that it isn't possible elsewhere. Unless of course I am missing something obvious!

Grandes mentes pensam igual

Valor de propiedad con "día de la semana"

Customize notification preferences for different custom objects

Edit Related Company Labels - Related Companies

Creating "Annual Value" to each deal also instead of just monthly value.

Ability to change default activities available through the search

Goals - Multiple Revenue Options

Showing recording player on contact's activities when activity has recording

Assessment of the customer contact

Interconnect Landing Pages as a seamless Funnel

Worksflows/Reporting on Tickets by Open or Closed

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