Gute Ideen sollten geteilt werden

Hello - I notice there is a post about this from 2 years ago with barely any update or information. There was a recent change to workflows where you can associate line items to created deals. My original interpretation would be to copy the line items, not remove them from the original deal.   I understand how the association is only one to one for deals and line items, but I wish there was a way to copy the line item to the new deal. We, like most companies, use renewal deals to be created once a new business deal closes. It would be great to be able to copy the line item instead of having to recreate them once the renewal deal is created. ... Mehr anzeigen

For now, capacity can be set on Users default level only.  In the universe where I have both customer support and SDRs using livechat, I see different capacitiy limits for each team, which can't be set. ... Mehr anzeigen

It is not possible to view more than 5 deals on a contact record in the contact/company view without opening all the deals. It would be helpful if this could be adjusted to allow users to stay on the same page. Picture added for context. ... Mehr anzeigen

Can I view the last activity time in Hotspot instead of just the last activity date?   I want to analyze tickets based on the time of last activity, not just the date. Specifically, I would like to create reports, charts, or pivot tables that group tickets by hourly intervals.   For example: • I will likely create a formula to calculate the difference between the current time and the last activity time. • The intervals should be grouped as follows: 2 hours, 3 hours, 4 hours, and so on, up to a maximum of 9 hours. • Any tickets older than 9 hours will be displayed in the 9-hour mark.   This will help visually identify how many tickets are becoming older by the hour and ensure that responses happen as quickly as possible.   Let me know if you need more details or clarification. ... Mehr anzeigen

I want to be able to see clearly on a chart whether there was significant immediate uptick in activity/deal submissions etc after we host an event or run a campaign. Equally it would be good to mark on graphs when major events happened e.g. a big piece of news or a major market event, a Google update etc. So on a graph where the x axis is a dateline (e.g. Jan to Dec 2025), I can set Event date (e.g. = 4th July), with hover over labels ('Independence Day'). This could eventually become smart where I set it based on variables & filters (e.g. Event date = Campaign start date, where Campaign tag is PR).    ... Mehr anzeigen

Hello everyone. We often use notes pinned to the top of tickets and companies to remind us of frequently used links or similar. I could imagine it being very useful if this were also helpful in the form of individual points. A strikethrough function like in Word could also be sufficient. Then I just use a list with numbering or bullet points. But it would be better to track who marked the to-do as completed or who is responsible for it. We use this in Sharepoint, for example. But HubSpot could be almost completely sufficient for managing small projects. ... Mehr anzeigen

It would be great if we could adjust the colour of the grades in the NPS survey (example below). It would have a greater impact on the grades given by our customers.   ... Mehr anzeigen

In the Email Recipient View you see all contacts that have went through each respective stage and create a list for each stage. However, this view lacks filters for conditions... E.g. Contacts that have gotten email delivered but did not open is virtually impossible to do from this view. Luckily you can do this directly in the list creation view. However, a quality of life request is that you could filter using those same filters already in this view. ... Mehr anzeigen

The new Revenue beta is helpful in tracking change over time, but as a B2B SaaS company, we track all revenue retention on an annualized basis. The current retention reports only track revenue churn on a monthly basis but we need to see it on an annualized basis. So, we want to be able to compare on a quarterly/annual/etc basis: What is the total renewable base in that term  VS What was expanded/retained/churned in that term ... Mehr anzeigen