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hi team, posting this idea on behalf of my customer    They are looking to be able to customise their ticket view within the customer portal to include more information on the ticket. At the moment, the contact is only able to see the correspondence between the rep and them and our customer would like to be able to customise the template to add more information for their contacts/clients to view.   This is to help provide more accesible information for the contacts/clients.    thanks team! ... Exibir mais

Posting on behalf of a customer - Would love a feature to toggle off any new associations or updates (email threads) to deals that are already closed/won. Often, email replies get associated to the deals and it requires extra effort to manually unassociate the records. Thank you! ... Exibir mais

We're adopting association labels to give our sales team the ability to easily skim associated contacts for the right contacts at a given org.    What we need is a way to automatically populate those association labels based on a given set of criteria.    We can't currently bulk label i.e. decision makers based on other persona data points. So we're stuck with manually populating these association labels slowly over time. 😬 ... Exibir mais

Make it possible to apply Subject Lines to snippets   ... Exibir mais

There should be an option to check that sales cant skip stages in deals. This is a big issue for smaller businesses. ... Exibir mais

We need to be able to set time zones specific to the business unit. We have a global part of our business and a North American specific unit and the reporting, marketing automation and other basic functions in HubSpot is made difficult by not being able to set a time zone against the BU instead of setting it across the entire portal. ... Exibir mais

It would be great if you could use the keyboard shortcut CTRL + ENTER to save any changes you have made. For example once you have typed a note you could press CTRL + ENTER and it would save and close it, this would save a lot of time.  ... Exibir mais

For example, if we have a custom amount property on Contact records called "Engaged Value", on the Company record we want a field "Total Engagement for all Contacts" that always shows the current sum for the "Engaged Value" of all the associated contact records.   We actually need it for Deals-Invoice (custom object) relationship so we can show the total invoiced amount on the deal, so the solution will need to work on custom objects as well as standard objects. ... Exibir mais

There is a great option for email open rates and click through rates to be tracked over time and by month. It would be really helpful to have that same option for many of the items that can be tracked in social media including: Interactions Shares Impressions I have attached a screenshot of the report that would be ideal to be able to mimic for some of the social media analytics.    ... Exibir mais