Gute Ideen sollten geteilt werden

Being able to upload video for Sales to create unique links to under sales documents. ... Mehr anzeigen

To be able to onboard employees of a company on HubSpot, it would be nice to have a dashboard with the listing of all the employees to be onboarded and to have a visualization on what they have done:   - Installation of the HubSpot extension - Connection to the calendar - Creating a transaction - Consultation of all the pages of the platform - ...   All of these objectives should be customisable by the person in charge of onboarding and it should be possible to target the objectives by user type (e.g. salesperson).   It's easy today to onboard 10 salespeople and 3 marketers by going to their computer and doing things with them, but when you go to 200 people to onboard, from a distance, it's more complicated. The idea would be to do something similar to the "My Team" section of HubSpot Academy, which allows you to follow the training courses followed by the account users.   This would make it possible to concentrate efforts on the least involved employees.   Thanks in advance for your input! ... Mehr anzeigen

Hi. We have about 5 deal pipelines that differentiate our deals that we have for our clients. Some of the deal stages have very similar names and sometimes our staff members change the deal stage which changes the pipeline of a deal. This is not ideal as we have workflows that only affect certain deal pipelines and should not affect others. Therefore, we request a feature where users can only change deal stages that are in the current deal pipeline. If a deal needs to change pipelines, it can be done in pipeline first, then have its deal stage change appropriately. ... Mehr anzeigen

Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our quoting/payment links editor experience, specifically related to the Totals section in the line item editor section. If you're unsure what the Totals section is, please reference the screenshot below!   We’d love to get your feedback. This session will last 30 minutes. As a thank you for participating, I’ll send a $50 gift card through Rybbon. Criteria: We are specifically looking for people who have created at least 5 line items on a quote or payment link in the past 30 days. If you’re one of these people, I’d love to chat! If you’re interested in participating, please sign up for a time slot HERE. Please reach out at alchan@hubspot.com if you have any additional questions. Thank you! Alvin   Totals Section: ... Mehr anzeigen

It would be great to be able to set the property value for a deal collaborator based on the deal owner. Almost like assigning a Project Coordinator to that deal/ticket, while keeping the ticket/deal owner  ... Mehr anzeigen

When in a board view I would love to be able to drag and drop cards into stages that are further right or left on the page.   The drag and drop feature is loved by our team but they run into issues when they can't drag the card into the correct stage because the screen wont scroll with their mouse.  Video example ... Mehr anzeigen

Hi there, I am currently testing your beta feature "campaign templates". I was very excited when I read about this feature and have created a total of 5 templates so far. Each of these templates contains a set of 3 - 7 assets. However, when cloning a template, I find an empty "shell" instead of the set of assets I had added to the template. Maybe I am using this feature wrong, but I had expected to clone a campaign and then having all assets contained as well. Could you give me some feedback whether this is a known problem or I am not getting the point? Thanks & best, Isa ... Mehr anzeigen

Payment frequency is currently monthly, it would be good to allow for multiple options, such as monthly, semi-monthly, bi-weekly, and weekly.  The variation helps the company and customers ensure things are paid on time.  ... Mehr anzeigen

I'm currently setting up dashboards for our Sales and Customer Success teams and I have previously used the "Filter Dashboard" function to allow them to filter on their companies or for a specific period. Using the filter dashboard function instead of setting up individual dashboards for each person and having to maintain them all saves me a lot of time and helps keeping our HubSpot nice and tight (having 2 dashboards instead of 20).  However, it doesn't allow me to use the Filter Dashboard function on reports that has been build with the "Custom Report Builder".  It would be great if it was possible to use the "Filter Dashboard" on all of the reports in a dashboard, no matter how they were built.  ... Mehr anzeigen