Gute Ideen sollten geteilt werden

Our key properties and details can differ greatly based on the pipeline. The customization of cards on the middle column has added good value but a couple of items would make it even more valuable: Rather than just adjusting the view by team, ability to adjust the key cards and layout by pipeline. This would allow us to feature the details most relevant, rather than having to purpose build it for only 1 use case. For example, building it for our direct sales pipeline means it's the first thing all users are seeing in different pipelines, where much of the information might be blank and not featuring what is most relevant.   Ability to edit from the card view would drastically increase utility. Allowing direct editing from this view allows us to identify information gaps and incrase data completeness without having to search properties and fill them in. The properties may not already be in the left sidebar view so editing directly from the middle column would save time and make more information accessible. Members of our team have previously used Salesforce and key info cards can be adjusted on the spot so we're receiving a lot of similar requests and comments that information is otherwise hard to find. ... Mehr anzeigen

We have a couple of Playbooks that update properties on the Deal Record Level. Sometimes the reps complete and log the playbook on the company level but it does not auto-associate with the deal the properties were updated for.  Unless it's manually associated it does not show up on the deal level, this causes the reps who are taking over the account to go back & forth between 2 records to look for playbook notes which is not efficient.  It'd really help if the Playbook note could auto associate with the deal it's updating the properties for ... Mehr anzeigen

We need to have the ability to log meetings on behalf of other users. In my team's situation, we have five sales team members whose logged meetings are part of our reporting and accountability. We have a sales admin team member who helps them complete their HubSpot logging including tasks and notes, but who is unable to help them log meetings because it's not currently possible to do so on behalf of someone else. I know there's a way to schedule meetings on behalf of someone else, but I'm specifically talking about logging meetings. Let's make it happen, HubSpot!  ... Mehr anzeigen

According to your support, it is currently not possible to find out how many and which contacts are associated with multiple companies. Therefore, we have a great interest in such a filter being implemented. ... Mehr anzeigen

I recently learned that when removing a paid seat from a user, additional meeting links are automatically deleted with no way of knowing (nor restoring once the seat is assigned back)   There is no explicit statement indicating these will be removed. Instead, it's implied that additional calendars require a sales seat but it would be super helpful to have a little prompt indicating that data loss will occur.  ... Mehr anzeigen

I really want to use the prospecting hub as the core spot for all of my sales reps to work. However, I face a few issues: While we work contacts as Leads, we assign accounts (eg. Companies) to them. However if I assign Companies to a sales rep, they will get a lead both for the company and for the associated contact. There is no way to merge them. If I have a Company Lead with no associated contact, it prompts me to add a contact. I can only select from existing contacts. If I create a new one in the record page, it then creates a new lead. I'm back to problem #1. This workspace is so close to being able to replace the need for having Outreach or Salesloft or another sales engagement tool, but it's missing some of the finishing touches to make it actionable on a daily basis. ... Mehr anzeigen

The forecast tool is great however there are some issues with it.   First, you can't omit a team from the forecast tool, which is problematic since teams are used to organize groups of users, including non-sales / quota-bearing users. Hubspot is used as a CRM, marketing tool and service desk, so having all users appear in the forecast, instead of just sales users, appears in the forecast tool makes no sense. There should be an option to select which users/teams should be included in the forecast tools. Second, the forecast tool view is organized by teams and there's no option to change the view to indidivual users. You have to drill into the teams to get a user based view. Different view options should be included as this creates a lot of tedious clicking to get numbers for indivduals.   These features would make the tool a lot more functional for reporting and forecast tracking. ... Mehr anzeigen

For some input fields, such as phone numbers or bank account details, it would be useful for the input field to require a set number of characters to ensure the correct details have been entered.   In other words, if requiring a bank account number, for example, the input field could be checked against a preset rule(s) to ensure that the client or customer has inputted their details correctly before the form can be submitted.    ... Mehr anzeigen

Pleaes provide a way to make lists inactive. We have a ton of lists and many are not being used at this time. We aren't necessarily ready to delete them but having to sort through them when they show up in dropdowns takes unnecessary time. It would be nice to have the ability to mark them as Inactive, which your chatbot still thinks you have 🙂 ... Mehr anzeigen