Great minds think alike

One of the way I want to define vendor companies is by number of associated companies in the deal and make a report with all deals with number of associated companies 2 or more. However there is no filter "Number of assosiated companies", it should b a very easy update, since theres already a filter "Number of associated contacts". ...read more

Would love to see the possibility for using (imported) designed E-Mail templates for one-to-one sales communication. At the moment you can just create (formatted) text-based templates for one-to-one email communication. ...read more

It would be useful to have the ability to save lead scoring criteria in progress without executing the calculation. Currently, if you are working on building lead scoring properties you need to save the criteria before exiting the editor, which in turn starts the calculation.    This would be useful in cases where detailed lead scoring criteria needs to be developed and/or in situations where criteria needs to be agreed by a number of stakeholders.  ...read more

An important metric for us is the annual revenue of a company, we report on that metric regularly + the reps use that metric to determine if the customer is increasing or decreasing in spend. There doesn't appear to be a way to create a field against each company that shows their revenue (deals closed won) for each year, and total revenue (deals closed won) so far this year. e.g. A property showing the total value of closed won deals for a company in 2018, 2019, 2020, or so far this year etc.   All the information is sitting in hubspot, I just need to find a way to display it in a way we can report on the metric   ...read more

Provide the functionality of creating goals (like revenue goals) for the company as a whole or by team as opposed to only creating goals for individual users. This will allow for easier tracking of KPIs when sales teams work in an integrated manner in which multiple people are involved in making a sale.  ...read more

Hi team, posting on behalf of my customer:   We are running a HubSpot hosted page that we have limited access for certain members only. We are looking to upload files from our file manager to these paages so that only our members can access the files, but at the moment, there is no way to limit the access of the file to be member only and we do not want our members to be able to share the url of the PDF with non-members.   Hence it will be highly beneficial if we can limit access to files, like password protect it, similar to what we can do with pages    thank you! ...read more

We have both Sales Hub and Marketing Hub.  Our team in Sales Hub can not view a copy of the Marketing Email that went out to their clients.  This seems so basic of a functionality.  Sales Hub users can see in the contact activity feed the fact that a marketing email was sent, they can see open and click thrus, but they can not click on the email and see the content.  It creates more work for the Marketing team to be sure to export a copy of the email, and maintain version control. it would be so simple to give them a "view only" of the email right from the system and the screen.  What if the customer has a question about the email and they have to search our offline records for a copy?  We haven't started with Service Hub yet but imagine if the same restrictions are there, the same issue will arise ...read more

Multi-agency goverment departments and multi-school school systems are two examples of enterprises that often have a single domain for email across the enterprise, and a different domain as the common root of URLs for each child entity (agency or school is treated as a Company within HubSpot to organize associated contacts, deals, and billing details).   So we have:  Department -> Agency and School System -> School as the parent company and child company but additional levels are easily possible.   These child companies tend to have websites with one or more levels of subdomains prepended on the enterprise domain. The 'Fill company properties using HubSpot Insights database' feature ignores the subdomain and claims to find a matching company (which seems to always be the initial company we added that has a matching domain).  If we attempt to ignore the match and 'Create New' then the properties form is shown with default values from that ignored match.  This results in many of our newly added agencies and school inheriting the incorrect state and city (yes our people need to be more careful when adding companies).   Support has provided the 'solution' of disabling Insights database. But it saves us time and creates a more complete company record when it does work. They suggest I post an 'idea' here.   My 'idea' is that HubSpot handling of subdomains is buggy. HubSpot's autofilling Company Properties after we select Create New to ignore a supposed company match is another bug. I think it would be a great idea to have better solution than just turning off the  Insights Database.     ...read more

It would be great to have support for URL's or links in the Description of a Property. Why? We want all the details easily accessible, one click away. If you need to refer to a detailed sales process, the user can click on the link in the description and end up right away. ...read more