クリエイティブな才能を開花させよう

I love SurveyMonkey integration, but there should be more options to send out surveys than just from the Contacts page. We are working a lot with the lists and it would be perfect to have the ability to send out a survey to all people on the list.  ...その他を表示

Our Operations team wishes to review the property-level audit history for multiple/all properties related to an object in the CRM in one export. This includes historical values, timestamps, and the source of the change for multiple properties. ...その他を表示

When making a targeted ad, there should be a more presice geographical selection than just selecting a city. Cities can be large, and industries are often lumped together in the same neigborhood/block. The best solution would be to, on a map, select an "epi-centre" for the targeted ads, and then select how far the ads should reach out from the selected center.  ...その他を表示

Dear all,    I would like to suggest an improvement to the revenue forecasting. Currently we have a limited revenue analytics functionality which is based on a) closed deals and b) the close date as a start date.  This works e.g. for SaaS companies but if we think of software projects, a reporting here is more complex.  You have close date of a deal and a start date of a project.    I am looking for a report which can show a revenue forecast of all deals (so not only closed won but every deal in a pipeline. deals which are not won should be weighted according to deal stage) where the revenue will be allocated to the month, where it will be billed.    As we already have the properties in the line items (start date, month, payment plans, etc.) it would be great to improve standard revenue analytics feature by this option.    Best,  Christian ...その他を表示

Currently, we cannot report on a single value from a property that is a multiple checklist property without seeing every other value in that pick list.  Example:  Customer # - a customer's past attended events.      Customer 1 - 2023 TRADE SHOW A, 2020 TRADE SHOW Z   Customer 2 - 2023 TRADE SHOW A    I want to create a graph that only shows columns for the values I selected in filters, however, if I select only this year's event values in my filters, it creates bars for any other past events a contact attended that might be checked off in that property.     The result is a graph with a bar for 2023 TRADE SHOW A with a count of 2 but also a count of 1 for 2020 TRADE SHOW Z.    If I add a filter to exclude all past events, it removes the count for the events I select in my filter that I want to count for. The result is a count of 1 for 2023 TRADE SHOW A when it should be 2.    I have found no solution here. ...その他を表示

Hi there, would it be possible to enhance your platform and allow a 'right click, open in new tab' functionality for tasks? Super annoying and time-consuming to click back every time! ...その他を表示

It would be fantastic to be able to generate reports that show won ARR on a monthly or quarterly basis and compare this to the same period the previous year.    This is a pretty essential need to be able to report to our key stakeholders our growth year upon year. ...その他を表示

Right now, if you edit a workflow and add a new step between actions and the contacts have already moved to an action, you essentially have to move actions around while hoping not to break any chains to further actions. It would be great if we could just select contacts in an action and move them to a new one. I've been able to do this in other email management programs. Saves time and allows for more flexibility in workflows. ...その他を表示

Hello!  We have been experiencing an issue where Grammarly interferes with HS tokens. Most of our tokens work as expected. However, occassionally, a token will not populate. The HS help desk has said it may have to with the Grammarly extension, but there is not currently a path to resolve this. I would love to see a fix for this minor, but annoying issue. ...その他を表示