Grandes mentes pensam igual

Checking the box to set future task while on a call or email if you change the future task to anything but the default, the new future task is set to no reminder causing user to manually change reminder form No Reminder to Reminder At task due time.   Please fix this as it is causing unnessary clicks and work. This amounts to a lot of extra wasted time. ... Exibir mais

Currently you need to go into each individual records to identify a 'Global Bounce' record.    We should be able to report on these.    I would use that report/filter to highlight these records before an email is sent to that contact.    ... Exibir mais

It would be extremely time-saving to be able to either select multiple records and update their associations at once, or move the associations menu to the top of the record for easy access. Currently, when we are dealing with adding/removing multiple email exchanges on a record, we have to scroll all the way through what could be a very long thread to reach the associations menu to update this. For example, in one instance we noticed that a user had been adding the wrong Deal association and all of the correspondence from months needs to be updated. This comes up fairly regularly, so would be a welcome change. ... Exibir mais

Hello ! Are you inconvenienced by Snippets dropping in the middle of your email with another police style and size ? It makes it very obvious you didn't bother writting everything down and just copy-pasted something to a customer or a prospect. So instead of having a police for each Snippet, let's add a Merge Formatting option ! No more email abruptly changing police in the middle of it, the Snippet adapts to the format of your email and everything is smooth.  Thank you. ... Exibir mais

Hi team, As of now, influenced contacts when added into the campaign, remains within it despite the assets being removed.  For instance, if a customer were to accidentally associate static lists to the campaign and remove them immediately after, the influenced contacts data would not remove those contacts from the static lists.   This makes it difficult for the customer especially if their campaign is already mid-way. thank you! ... Exibir mais

Currently, the only way to create or view email templates is to first create an email. This is a headache if you're going back and forth between templates and this creates a lot of drafts that you have to later delete.   Creating an email and viewing/creating/editing templates should be under different headers.   This will cut down on the number of clicks necessary to navigate to templates, make the template feature easier to find, and also eliminate the wasted time spent deleting email drafts that should have never been created in the first place. ... Exibir mais

Hey!    Under the overview tab,  the tables would be much more useful if we could build them conditionally.    ie. Have a table for Tickets in pipeline A, have a separate table for tickets in pipeline B   ... Exibir mais

We are excited about the Payments feature in Hubspot, and we immediately thought up a number of use cases that would help our customers and our business.   One use case is a self-serve landing page to choose which service option they want from us, then sign up for and pay for the option they choose.   Here’s how we see this going… ▶ Customer lands on page offering two purchase choices ▶ Page displays a toggle button or dropdown list of the two options ▶ When option A is selected, the payment or form associated with option A displays ▶ When option B is selected, the payment or form associated with option B displays   In summary, a different form or payment shows up depending on which choice the page visitor selects.   The workaround we will probably put in place…   ▶ Display two buttons ▶ They click button for option A, it takes them to the page with form or payment process needed for option A ▶ They click button for option B, it takes them to the page with form or payment process needed for option B   Workaround makes the process clunkier for client, and creates a high bounce risk. ... Exibir mais

HubSpot Embed in Salesforce only shows marketing emails sent. For this to be helpful for sales users, it should show marketing email opens and clicks. ... Exibir mais