Gute Ideen sollten geteilt werden

Lately, I've been using the Mobile App more frequently, but I've found it a bit tricky to navigate from a contact record to the associated company record. Is this something others have experienced as well, or is it just me? It feels like there should be an easier way to jump from the contact to the company record directly. ... Mehr anzeigen

Creo que algo que aportaría mucha información de contexto a los comerciales es entender para qué está pensada una secuencia concreta: - Público - Premisa - Objetivo - Etc.   Con el título se pueden intuir cosas pero creo que habiendo desarrollado diferentes pestañas como tenemos ahora en secuencias, estaría genial tener un pequeño campo para añadir una descripción y que esta sea visible cuando el comercial va a decantarse por una secuencia u otra. ... Mehr anzeigen

It would be great if our users, mainly sales reps, could work with the new object "appointments" but those events should be synced to their outlook calendar (similar as the "scheduling meeting" allows already). -> Meeting is not the right element for us, as we need more properties and extended report options, which is not possible with meetings (as we cannot create other custom fields) -> in Addition we DON'T want to send out automatically meeting invites if we associate a contact with a meeting! In our business we do not send those kind of invites. It also reduces the flexibility of our sales reps to "start planing their week" without sending informations/updates to the customer. ... Mehr anzeigen

We urgently need to possibilty to customize the Hubspot Mobile App for our various Teams.  At the moment they can hardly find the tickets, contacts, companies they are looking for. In addition if they look at a specific contact, they can only see the LONG LIST of properties. On the Desktop we display our users much more tailored views so they have every part where it should be (and the rest is not displayed on the overview). Would be gerat, if we could at least have customizable tabs as there are on desktop.  ... Mehr anzeigen

It would be greate to have the possibility to also setup "Create Forms" for specific Teams (like the team views).  This would help so much making sure that f.e. each specific teams has by default the most important ticket propertys visible when creating a new ticket. -> we are working with the Business Unit Add-On, so we have to set up many things differently for our teams as they work so individually. ... Mehr anzeigen

Buenos días!   Me gustaría poder ver las metas por cliente. En nuestro caso, tenemos objetivos marcados anuales por comercial, que a su vez, estan enlazo con los objetivos concretos por cuenta.   Me gustaría poder visualizar el estado de ventas conseguidas por cada cuenta. Por ejemplo, con un informe.    Los informes de metas por comercial, lo tenemos ya. ¿Sería posible poder ver un informe por comercial y por las cuentas con cada objetivo a lograr en cada empresa?   Sería también interesante, esa misma información verla al abrir el objetivo de empresa. Es decir, encima de las notas/reuniones/actividades en general, ver una barra con el objetivo marcado y actualizado en una barra de desarrollo, a cuanto esta del objetivo y el porcentaje de lo conseguido.   ¿Me explico? ... Mehr anzeigen

Similar to the posibilites of the custom UI extensions I would be great if we could add some links/action items to the global toolbar.  In our case I would for example love to add "internal" help button. This way our users could much easier rais a question to the internal support, as Hubspot support is not the right go to for any "account specific" questions etc.  ... Mehr anzeigen

A button that will automatically open the hubspot chat on the  website to prompt the customer to write there.   For example: you can link the chatflow via button or hyperlink to direct the user to the chat ... Mehr anzeigen

Testing which records will be part of a list, or will enroll in a workflow is super helpful with troubleshooting. The same could be helpful for reports, especially those with complex filters. ... Mehr anzeigen