クリエイティブな才能を開花させよう

We have contacts dating back almost 20 years in our CRM and currently there is no way for us to delete a bad email out of the account without deleting the whole contact unless we have an alternate. This "bug" is completely ridiculous for us as a company when we rely on information and people change email address' so regularly especially with the change over in employment with everything this year. The likelihood a client would interact with us again with a different email is high and yet if we delete their contact we have no history of previous sales with this contact. Yes, we have a workaround but makes our CRM completely inaccurate.  ...その他を表示

1. Add a 4th circle on the contact and company records on the app to log a meeting like you can on desktop that will have the multiple outcome types available or add the outcomes to the "log: meeting" as a second step.   2. Be able to rename the 3 types of activities that can be logged, or to create additional types. ...その他を表示

Il est possible d'identifier les pages dans lesquelles un formulaire de contact a été utilisé. Mais cette information ne peut pas être consolidé dans un tableau de bord. Pour évaluer la performance d'un formulaire, ce serait parfait. Merci ...その他を表示

It would be ideal if we can specify if we want the contact to drop out of the workflow OR move to the next event IF the action does not happen   Example  delay until replied to email if they dont reply I dont want them to go farthur in my workflow ...その他を表示

Currently HubSpot Starter does not enable to display a simple graph with total number of contacts in each Lead Status (while this is possible with Lifecycle Stages). Could you implement as this is really basic ? This shouldn't be a Pro feature for such a simple graph. ...その他を表示

Report would look at all/multiple marketing emails and chart this information on a report that could be put on a dashboard. ...その他を表示

I'm needing to have a feature which triggers notifications on bulk edits of deal stages, and the options that Hubspot has for controlling user permissions do not prevent users from bulk editing.   what im looking for, is if someone wants to move multiple deals to a different stage in the pipeline, then it will notify me and request it to be allowed.  ...その他を表示

A few simple yet super effective feature which customer will find value from:   1) Right now, the Full name associated with an Hubspot account is shown in the Chat App is that person is part of the support/sales team. This can get tricky for the simple reason - Many names are hard to pronounce and not everyone gets them right the first time.  Solution: An option to tweak the name as it appears in the Chat App. Give us the ability to add/customize a name as deemed fit by the user. For example:My name is Sandesh and i want the name to appear as Sandy in the Chat App. This make it easy to remember and interact from the customer's point of view   2) Personalized chat experience - Drift has this feature and it's super awesome. My clients were soo impressed just by this. I send my website link through an email, and when the receipent clicks on the link, he/she is greeting by their First name in the Chat App. Now, who dosen't love this? The Drfit App extension is added to gmail and drift tracks the name mention/addressed in the gmail and add that name in the Chat app when that click is clicled. Many of my clients were Wowed! and they wanted to know how am i being so personal even with the first timers   3) Meeting Links - Right now i can only add the complete link to an email. Receipient need to click on that link which opens in another tab, select the date/time, add first name, last name, message and click on confirm. Ufff....   How about this: Using hubspot extension, i select a few dates/time, which is then added straight to my email. The receipt just needs to choose a date/time right in the same email and confirm. Only the confirmation/success message is shown in a new tab with a personalized thank you. For example: Thank you Shelly, your meeting is now confirmed. Meetingbird already has this (they got acquired by Front and sadly sunsetting it)   The above 3 pointers are just tweaks needed to the already exisitng tools. I believe this does not require a great amount of energy, resources or money to it go live.   All that's required from Hubspot is - Use centricity, Customer obsession & Uniquness (which i believe is already engrained in Hubspot DNA)  ...その他を表示

Currently the associated revenue displays the sum of opportunities value in any currency, this is a problem when dealing with multiple currencies, for example one campign influencing one opportunity for 10,000 USD and one for 1,000,000 JPY will show as 1,010,000 [no currency] while it be should around 20,000 USD in company currency.   ...その他を表示