Gute Ideen sollten geteilt werden

Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities.   As several salespeople can attend the same meeting, we're currently unable to accurately report on their customer interactions. ... Mehr anzeigen

Hey Team,   In considering moving our payment processing away from QBO and into HubSpot there is one major impediment standing in the way. Since the payment gateway is one HubSpot account with Stripe the tenant (or HubSpot client) doesn't have access to that gateway. It is common that credit card limits are hit at the time of attempted processing and payments may be declined.   The current setup requires the customer to go back and manually process their card again. This extra step makes it difficult for the HubSpot client to be in control of their payments. There should be a workaround or automated re-try to process the card on the next day.    How does the HubSpot client hold the customer to an agreement if they are unable to reprocess a card? For example, a customer signs up for a monthly payment for 5 months where they get full access to a product/service library. Even if the customer signs a 5-month contract they can avoid payment for services if their payment method fails one time. ... Mehr anzeigen

Can you please add a calander on when to send/call in the sequence view. Todays solution with number of days is extremly un clear and unuser friendly. As an example we sent out an invitation today for the webinar last week due to a miss calculation that would not have happened if we had a calendar.    1 my role is in sales 2 to have userfriendly way of sending sequences 3 Not to send out invitations on the wrong days 4  Outreach for exampel.  5      Cheers.  Katarina ... Mehr anzeigen

It would be useful to have an Access Level that is strictly for the person/team handling the billing on the Hubspot account. Currently it's under the SuperAdmin access, but that allows anyone with SuperAdmin to make changes that affect the charges on a person's credit card without going thru the cardholder. It would make it more secure and less suprising when charges pop up if there's a specific access for the person(s) handling the bills. ... Mehr anzeigen

Hello,  I think it would be helpful to be able to create a task via the hubspot add-in on outlook when sending an email from outlook.  ... Mehr anzeigen

One of the things we use the most in Hub is Form Submissions. Sifting through all the submission in the form section or going through the contact card to find the form we are looking for is tedious. And as I recently learned, yes we can filter it but in the interest of simplicity, there should be a form tab at the top of the contact page where it says "Activities, Notes, etc."  ... Mehr anzeigen

I can't believe that hubspot doesn't have the capibility to create and customize click thru rates and open rates within the reporting tool. It would be invaluable for me to be able to show clients one dashboard where all the reports are filtered to their individual list. The most basic and arguably the most important KPIs to my clients are the click thru and open rates.  ... Mehr anzeigen

We need to be able to lock down a specific property when a deal has hit a certain stage.  IE deal is closed, make the MRR unable to be changed other than by Admins. ... Mehr anzeigen

Please create a way that we can make a custom report based on click through rate and open rate for marketing emails based on a contact list.    Example: Members of X list recieved marketing email ABC and the open rate was x% and click through rate was x% rather than total number of opens and clicks.  ... Mehr anzeigen