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We have an existing "Ticket Pipeline" that we would like to clone just the pipeline and the various stages that are set up within it to create a new ticket pipeline. My use case for this doesn't require tickets in the existing ticket pipeline to be cloned, I just want the stages, properties to be cloned. The reason I want this is because we have a new scenario in our business that is going to require we use almost the identical stages of an existing ticket pipeline, so I don't want to have to manually recreate this new ticket pipeline from scratch. If I could clone the existing ticket pipeline and use that as a starting point to just make a couple little adjustments, that would be a huge time saver for me. Thanks! ... Afficher plus

Please give us a button to switch to "plain text email" when using a workflow that triggers an internal notification to HubSpot users.    Reason: we're sending notification mails to our IT department that wants to parse these emails and automate things further. They neither need nor want HTML and email traffic can be quite large in our workflow.   ... Afficher plus

Hi.  Feature Request:  Sort sales task list by Associated Contact and Associated Company.   Other columns have the ability to sort by, but those 2 do not and in my mind they are as useful as Due Date sorting, certainly more useful than Title.   ... Afficher plus

Currently, you can only set up a daily, weekly or monthly send frequency safeguard rule at a time, but I think it would be of great value to enable multiple rules to be set up at once. This would enable companies to send multiple emails on one day without the worry of people receiving multiple emails but also set up rules to prevent them receiving too many emails over the course of a week and/or month. It would save the time of having to manually assign the rules by adding exclusions lists to emails. ... Afficher plus

Our company has a variety of different pipelines setup for different sectors of our business. We would like to be able to set forecast categories and associate deal stages to each of the pipelines. However, the way the current forecasting tool is setup, we have to use the same forecasting categories across each pipeline, which doesn't work for companies with many different types of pipelines.    Customers should be able to create as many forecasting categories as they need and customize each individual pipeline to have different forecasting categories. Without being able to do this, the tool does not provide enough flexibility for us to use the tool effectively.  ... Afficher plus

We would like to make the feedback field of the NPS Survey required so that each time we request an NPS score, they have to submit some type of text in the feedback area with their score.   We have numbers of responses, but very few actually leave contextual feedback which prevents us from acting on that feedback and making improvements to the customer experience. By implementing this (hopefully) small and easy fix, we can start to gain more context around our NPS score. ... Afficher plus

As a team lead (sales) I want to be able to send automated marketing emails with meeting link button, where the meeting link depend on the contact owner.   Right now I have only two choices: 1) insert a button with a specific link - it is now work for us, because we have one marketing email, that automatically sends from many managers depends on the contact owner. 2) or just insert personalization token in the text - it is not good because it looks like hyperlink, but we need a nice button   Thank you! ... Afficher plus

Hi,   I'm setting up a workflow with internal email notifications to be sent to specific team members to have the information of the new lead enrolled. With the personalization tokens, I can add the name and last name of the contact, which is handy for the reps to find the contact record.   However, it would be great if a new personalization token is created that adds the ability to display the link to the contact record on that internal notification. This will make things easier to find the contact record without using a manual search. Here's what I have in mind, [clams] to be replaced with relevant info, link in bold and underlined.   Dear [staff member],   [Contact: First name] [Contact: Last name] just asked to be contacted regarding the [subject of the landing page where the form was submitted]. Please check out the contact details and follow up.   Best regards, Your amazing website ... Afficher plus

The system needs to be smart enough to know if a user has set their password or not - and resend them the registration email if they try to register again.    While this may not seem like a huge issue, we have experienced many problems with the current functionality. Both our cleint and their users are frustrated with the entire process.   1. If someone registers for a private content area of the site and comes back months later- they fogot they already registered - it doesn't recognize their email like a normal system would and tell them they already have a login. It just lets them fill out the form again and then never communicates anything. Terrible User Experience.    2. The system allows them to submit a reset password form even if they never created a password in the first place. No communication. No reset password email. Nothing. Terrible User Experience.    3. We were trying to use the private content functionality on 2 different subdomains - which act and look like entirely different websites.  This is not an option as the private content functionality only works on ONE DOMAIN.  You can have separate lists to gate access to the various areas, but the user has to tie together the fact that these 2 sites are the same domian and use the same login. Again, no communication to anyone. Just radio silence. Terrible User Experience.  ... Afficher plus