Grandes mentes pensam igual

RMitchell33

I was wondering if the deal view tabs (see image below) could have the option to be customised to different colours in order to be grouped and found easier. When lots of deal views are open (and need to be), the name of the view can be cut off which makes it hard to find the one you're looking for easily.

RClark96

When trying to create a new company with a local address different than the required web URL from the parent company it defaults to the URL address. Is there a way to override and enter the local address?

KPruett

Currently, form reporting only displays the total number of form submissions by each frequency (weekly, monthly, quarterly, etc.). It would be great if we had the option to display the total number of form submissions accumulated over time. For example, if there were 10 form submissions in Q1 and 25 form submissions in Q2, the total accumulated form submissions for Q2 would display as 35.

SamFleck

Currently, almost all relevant information from Easybill gets synced to Hubspot with the integration, however, one of the most important pieces of information, the payment date, isn't being pulled from Easybill. Is it possible to add this ASAP? Because we would need this integration to work urgently.

MLamari

Hi, I'm lookink for tips to display the marge (ARR) in the transaction cards. As Marge is the proprety of product and not transaction. Any tips to display these proprety pls ? Malek

XXmiles

Sarebbe utile e più intuitivo poter personalizzare l'indice o renderlo colorato come nell'immagine esempio, rispetto a ciò che permette di fare ora con semplici numeri bianchi e insignificanti

bomeandean

Hi, I would really like the ability to generate a PDF based on form submissions. This is useful because we need physical signatures based on form submissions, and this is a way to generate the page they need to sign.

FLeffring

It would be great to have a course on best practices for maintaining high data quality in the CRM. Particularly: - managing and flagging hard bounces, automatically unsubscribing them for marketing emails - introducing periodical data checks - etc..

YVeigel

Currently, it's not possible to create reports at an overall campaign level. The individual campaign content such as LinkedIn posts, email marketing etc. can be used as a source. However, we would like to display all campaign content in a summarized form in the reporting in order to be able to compare the campaigns with one another and not just individual content.

NMulder7

When you open a ticket profile and want to continue or start a conversation for this speicific ticket. You have to click on (the titel of the conversation) and it opens a new tab for the conversation. It would be great to just start/ continue the conversation within the ticket profile. So that you dont have to navigate to another tab. See the image below for the current way it is implemented.

Grandes mentes pensam igual

Colour coding of the deal view tabs

Creating companies

Report on total form submissions accumulated over time

Easybill sync payment date to hubspot

Display Marge (ARR) in transaction cards

Migliorare aspetto grafico NPS

Ability to create PDF based on form submission

data quality course

Reporting for overall campaign comparison

Customer Support - Conversation within Ticket profile

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