Grandes mentes pensam igual

hola! quisiera poder hacer un workflow que me permita reasignar tareas que tenia un colaborador que sale de la empresa y que se reasigne al nuevo propietario del objeto. O bien que si X propiedad de usuario del objeto tuvo un cambio (o sea pasó del user A al user B de HubSpot) poder reasignar las tareas vencidas al nuevo usuario de esa propiedad.  Caso de uso: salidas voluntarias e involutarias de miembros de nuestro equipo de manera constante hacen que reasignemos tickets, negocios etc, ... Exibir mais

The menu modules: Contacts, Converations, Marketing, Sales, Service, Automation, Reporting should be super admin user configurable for what can be seen by by the lower level users. Contacts should remain the default, but if a Hubspot account does not have permissions or has not bought specific modules the respective companies staff should not have visiblity to items their management does not want them to experience, as it unecessarily complicates the user experience for all involved. ... Exibir mais

This is actually something I'm looking into for one of our users. I have the report sorted and they know how to export it, but when they do, the data is still randomized. They're not proficient in Excel so they'd like the convenience of having the data sorted upon export - is this possible? ... Exibir mais

My team wants to be notified when a LinkedIn post is posted so they are able to share it with their network on LinkedIn. I would love a way to automate this e-mail, so when a post goes out from a certain account or containing certain keywords, it triggers an automated e-mail to my collegues.  ... Exibir mais

I've build an ecosystem of lists that basically funnel leads through a flow chart and have them live in different lists depending on where they are in their lifecycle stage. All of these lists reference a master list.    My goal is to be able to duplicate this hierarchy of lists, which exist in a folder, so that I have a hierarchy per market segment. Then, I would only need to modify the master list, and that would cause a cascade through the sub-lists. Currently, I would have to manually duplicate all of the lists, manually move them all, and then manually reconnect the dependency to the new master list for each sub list.   Is this a feature that could be implemented? I would love to be able to duplicate my demplate hierarchy, modify one list, and poof! Have the ecosystem adjusted for a new segment. ... Exibir mais

Add an opt-out box on the executable quote to allow the customer to opt out of insurance service, for example, that this is already part of the quote.  ... Exibir mais

Gostaria de vcs terem a opçao de preenchimento automatico, de salvar, pq ficar preenchendo toda vez que vai mandar um email é muito exaustivo, principalmente para um SDR que possui alta cadencia de envio de emails por dia, se puderem resolver esta questao irei ficar extremamente grato!   ... Exibir mais

There are a number of hover boxes in the calendar view but they are very close together that the boxes for say 4 posts on the same day can all pop up within seconds and change quickly meaning you accidentally edit the wrong post of clone one. ... Exibir mais

Cada negocio es diferente y se hace muy relevante poder incluir más actividades de ventas, no solo llamadas, correos y demás, si no que el usuario las pudiera registrar a su antojo, podrian ser campos como: "Preparación de oferta", "Actividades postventa", "Backoffice comercial", ETC... que estas puedan ser parametrizadas por el usuario. ... Exibir mais