クリエイティブな才能を開花させよう

It would be very useful if we could add a feature that rather than making a whole property conditional, we just make the property required if another property is set to a certain value. This would be similar to validation rules where "if property A is equal to X, require property B." This is similar to the deal stage Conditional Stage Properties. Conditional options on a random property Deal Conditional Stage Property ...その他を表示

Being able to see how your team is interacting with the HubSpot training materials will give us the ability to asses our team members.    Score received Started date Completed date Number of tries Spent time  If we can see the details in "My team" tab as a popup when you hover over with all these details and other extra details that you can show. It allows us to measure our team's performance.    ...その他を表示

Just an idea from an admin's point of view...   What if it was possible to score a user based on how clean their assigned data is.   For example: The goal is 100% but their score reduces for overdue tasks, overdue deals, duplicate contacts or companies assigned to them, etc.   There would need to be a place that points them to the specific issues to make it super easy to fix all the issues in one place.  Businesses could then set reasonable KPIs around their expectations and data maintenance would be made super simple. ...その他を表示

I would love to turn off the ability for reps to create leads without a contact . . . this should not be happening and will water down the metrics we want ot get from the leads object.   thanks ...その他を表示

Who is this for: Admins, or anyone making a report. Goal: Simplify and scale reporting on different business units than just the one owner. Value: This will save time when creating reports and will also keep things more scalable as teams grow and ownership is assigned not just through the default owner property. It would be helpful to build reports based on the upsell owner team, Account manager team, SDR team, Sales Rep team, etc. Currently if this information is stored anywhere except the default owner property, you must manually add each team member into each filter. This adds immense workload and potential for breaking as teams scale or face turnover. Examples: I'm unsure of any other products that have this feature. This is one property that I would like to make a custom Hubspot Team for, but there are about 6 others that I would benefit from as well. ...その他を表示

How can I make this space larger? I've got the reply window dragged down as low as I can and I have the right side info pane closed. The viewing space is still far too small on my screen. I have also reduced the zoom to 90% as advised by the Help Center (not the ideal solution).   Would be nice to have the option to 'close' the reply window unless I'm going to send a reply. This would help provide a bit more viewing space for the body text of the email I am trying to see.    ...その他を表示

My problem with the documents that are attached to each contact is HS attaches photos, and signatures, not important documents per se. So, it will be amazing if HS creates one section where the users set some rules and determine what documents we want to attach to the contact.  ...その他を表示

Hi Community,   There is a filter available in quote "Pending for Signature" in the Status. The filter should be optimized to pending for 1 signature and pending for both signature. It helps to track the quotes which is pending for signature on both cases differently. ...その他を表示

In der Kontakteigenschaft oder Unternehmenseigenschaft wird die Adresszeile, wenn sie HubSpot Insight automatisiert erstellt wird in folgendem Format erstellt: Hausnummer Strasse   Ich benötige folgendes Format: Strasse Hausnummer ...その他を表示