クリエイティブな才能を開花させよう

Since the release of Deal-Based Lists, I've been using it to create lists of deals with particular products in them. One list is our sale items for the month. So if a deal has the products that are on sale, they'll be added to a list. Now, that said - it would be a great idea to use List Membership as a filter criterion to add Deal Tags. For instance, if a Deal is a member of the above On Sale list, a tag indicating that an open deal has sale items would be super helpful for the sales team to light a little fire under their potential customers, and since the list exists, I won't have to replicate that work anywhere else.       We can filter Contact & Deal Views based on List Membership, why couldn't we use List Membership as a filter to add Deal Tags? ...その他を表示

Tengo unos asesores que atienden de lunes a viernes y otros asesores los sábados y domingos.   Necesito un workflow que bajo ciertas condiciones asigne como propietario de lunes a viernes a X asesores y otro que los fines de semana a Y asesores.   Actualmente lo que pasa así les asigne horario es que los fines de semana asigna todos los contactos que tenían ya propietario generados de lunes a viernes. Y de lunes a viernes reasignaba los generados ya el fin de semana a otros asesores. ...その他を表示

HubSpot should log when fields are overwritten. Nothing is shown in the merge logs. Really, when merging records, records should not have blank fields overwriting fields with data.   Given that a similar idea was posted three years ago, where the post recommended selecting what will be overwritten, I don't have much confidence that anything will be changed. https://community.hubspot.com/t5/HubSpot-Ideas/HubSpot-Insights-Disable-Overwrite/idi-p/329643 ...その他を表示

First up, we know that partitioned reports are an Enterprise feature. However, for many partner providers to add value we need to harness the power of reports within a client's portal. We also want to protect our IP, which includes creating reports focusing on specific KPIs and outcomes. We also don't want that reporting shared with another agency that may come along to assist.   Would team partitioning for reporting dashboards be possible for provider employee teams? ...その他を表示

While I can sort of get sales velocity in a report, I am trying to find away to measure sales velocity over time to see if we are fixing some of the areas that take longer than we would like. ...その他を表示

Currently, addint the deal pane on the right in either he company or contact view generates a list of 5 deals. These are random and cannot be ordered or filtered. It would be great if one could add filters (e.g. pipeline or deal-stage) and to sort them (e.g. by age or amount). ...その他を表示

Creating the ability to create tasks from a Custom Object. This implementation could help many users be mroe efficient during their sales process ...その他を表示

My team needs a reporting feature that organizes sends by author. Why? 1. Turnover - We can search by name and see all the past emails a previous employee sent, allowing us to reuse previous sends. 2. Goals - Team members can review their sends with a manager for KPI metrics. 3. Organization - A simple, more organized way (especially with a growing team) to search/display emails by sender. ...その他を表示

As far as I can tell, there is no way to expand an already-logged note to full screen like you can when you are initially creating the note.    Not a huge issue, but the full screen editor is very nice to work from     Example: No full screen button:   ...その他を表示