Gute Ideen sollten geteilt werden

Anonymous · ‎Jul 4, 2022

Building custom templates and modules by using hubspot fields is super nice and flexible however, it becomes a bit messy when there are multiple/large groups/sections of fields as currently there is no option to collapse or expand the groups/setions in the Design Manager. It would be really nice and helpfull for navigating through the groups/sections fields, if hubspot can make them collapse and expand e.g, in the Website Pages edit mode etc. Below images illustrate how it looks in the Design Manager currently and what i mean by expandable/collapsable (e.g, like in Website Pages in Edit mode). Design Manager: Website Pages in Edit Mode: Hoping to see this fearture as part of hubspot in near future. Happy Coding 🙂 Thank you!!

FDo · ‎Jul 1, 2022

Hi guys, I really like the ideas of the Customer Portal and we're planning to implement it. But we think there's room for improvement: - From our customer's view, if the ticket has more than one conversation, they can only see one conversation of the ticket and cannot change to another -> Customer should be able to change between conversations in case a ticket has multiple conversations (of course the can only see the conversation between them and us, not between us with another person) - The visible properties to Customers are limited and not customizable -> we should be more flexible on that - The user interface is uniformed with Hubspot's platform. However, this doesn't match our company's theme -> we should be able to re-design the customer portal so it matches our theme more (if developers involvement is required, it's okay)

WWahid · ‎Jun 30, 2022

Would be a great addition to be able to add/customize the tabs on top of the Activity, Notes, Emails etc For example to add the WhatHub integration as part of the tabs to allow easy access for users who use specific applications/integrations on their contact records.

RKunwar · ‎Jun 30, 2022

Hello, I wanted to share an idea of having a dropdown feature in the call notes similar to the call outcomes, where we can simply choose a note from the options rather than typing them down. It will surely be easier and more accurate to choose within the options available. Hope we can have this feature soon. Thank you! 🙂

KHardisty · ‎Jun 30, 2022

You can Pin views in the list view of deals, and there are views you can save in the cards view of deals, but thre is no way to choose a default. I have reps who would like to default to only seeing their own deals. There are views for this, but no way to make it a default. Having the option to add as a default would be great. Thank you!

CMingus · ‎Jun 30, 2022

The "name" column should have the option to be frozen, along with the title row so that when scrolling through the data, the campaign names and the column names are always in sight. Currently when scrolling through the data, and there are a lot of campaigns to review, the "name" column and the title row disappear. Considering how long HubSpot has been around, this basic design option should have been implemented from the beginning. The only current way to see all the data properly is to download it. Can this be improved?

ALocke2 · ‎Jun 30, 2022

It would be great if you could add a landline an account to utilize the calling features. That way an incoming call to customers reflects that the company is calling on caller ID and not a random wireless caller. Also employees don't need to use their personal phone number.

MRamello · ‎Jun 30, 2022

Our sales team was used to the former contact visualization in Business. This means, when clicking in show more, the contacts would appear in the same business page and we were able to scroll down with visual of the contact's company position. Now, when clicking in "show more", we are redirected to the contact list filtered by company. This was the way the contacts were display in Company, but not in Business. This is very unefficient since we have to click and go contact by contact to be able to find a specific lead and it's position since we no longer have the full vision of the contacts in Business. This has affected our teams daily work, making it more unefficient and time consuming.

GFMirMon · ‎Jun 30, 2022

It would be useful if when we create a list that is comprised of multiple Groups, there was a way to optionally name/label each group. Some of our lists are very complex and it's not super-apparent to everyone exactly which segment we're trying to target with all the filters so errors or duplication can creep in. Naming each group would help us say "2022 bookers", "Netball clubs within 50 miles" etc.

MMeans · ‎Jun 28, 2022

I really need the "Marketing Contact Status Source" name to export with the EXTERNAL name, rather than the INTERNAL HubSpot name. Or at least be able to change the internal name to something descriptive that helps us know where a lead actually came in from. The internal name is a random mix of letters and numbers, and is really difficult (and quite unhelpful) to decipher. We pull a daily report of new leads for management, and everyday I have to manually change the source. It is a PAIN.

Gute Ideen sollten geteilt werden

Possibility to expand & collapse groups & sections in the Design Manager.

Improvements for Customer Portal

Allow customization for the tabs on object records for integrations

Dropdown feature

Save/Set a default Deals Cards View

IMPROVEMENT: Marketing > Ads - Display

Ability to add a landline phone #

Contact Visualization in Business

Lists: ability to label each "group" within a list

Contacts Export

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version