Las grandes mentes piensan igual

This feels like a small Quality of Life improvement, but currently if you are looking at a task on a company page, there is no way to click a link to the contact associated with that task. You'll have to go to the contacts page and then find that contact.   If there were just a way to go directly to that contact's page, it would save just a bit of time and annoyance. ... Mostrar más

To Whom It May Concern,   Currently the email reads in order from top to bottem oldest to newest. I would like to see my email with the newest correspondence from the top to the bottom. I have been told I can not currently reverse the order of how I view email at this time. My other email programs including Outlook allow me to determine my personal preference in viewing order I would expect the same here.   Thank you,   JT Taube Z-Metrix Imagineering ... Mostrar más

It would be useful to combine and connect multiple stages to the 1 deal that are interlinked in some way ... Mostrar más

My company uses project templates a lot but we also have variables within different projects. It would be great to be able to create Task/Sub Task templates and then be able to use those to add to an existing project or build a new project.    Also, I would like to support the idea of being able to assign someone a task in the template! This would be extremely helpful for the tasks that are assigned to the same people over and over! ... Mostrar más

One of the great benefits of the Activity log on the Contact record is you can go back and see all the interactions a lead may have with the organization.  However if I'm scrolling through activities then want to navigate to calls or perhaps notes, I have to scroll back up to the top.  Shouldn't the activity navigation always be pinned to the top of the record like most websites? Lets get this done.  Should be an easy and value adding upgrade.  ... Mostrar más

When running an email campaign, Hubspot allows you to create reports based on number of opens per individual or show the duration that individual spent interacting with email.  However, per the support team, Hubspot does not provide the ability to filter total open rates by company and create a stand alone report.   It was recommended that we export our email campaign data, manually aggregate per company totals, create a custom company property, and then import data on open totals to that custom property.  At that point, we 'may' be able to create a custom report....There's got to be an easier solution, any suggestions team?     ... Mostrar más

Our sales team is sending out content, I would like to track how many time and email goes out with content. We are committed to sending out content and there isn't currently a way for us to track this. As a Sales Manager I want to be able to see that the sale team is using the content marketing has created to improve our communication with contact.  ... Mostrar más

Would like to see ability to see PandaDoc documents automatically created in Workflow. ... Mostrar más

As within any organisation reporting on deal profits it key. Hubspot already works out the Margin on any deal but you cannot report on this   This would help with reports, sales comission.   To be honest, I'm supprised that Hubspot does not do this already ... Mostrar más