Great minds think alike

It would be handy to have the DocuSign tab that is available in the contact section on the right to also be available in the inbox tab on the right. This would make it easier to track progress of customers through the inbox area.   ...read more

This is for Sales Teams and Business Development teams Currently the ability to set goals is limited to Monthly, Quarterly or Annually and would like the ability to set Rep Activity and Sales goals on a Daily and Weekly timeframe as well in order to measure shorter term progress.  ...read more

I would like to be able to set the number of rows in a report to default to 100 instead of 10.   ...read more

We want marketing email clicks and opens to sync to SF campaigns, not activity history. Creating workflows for each one is very time consuming. ...read more

When using a smart module in an email, it would be helpful to have the ability to add an image.  We can add links, emojis, and personalized tokens, but no image. In my scenario, we send customers an email when they contact us, telling them who their local sales pro is based on their zip code. We'd love to insert a photo of that sales pro, but there is currently no way to do that. ...read more

I want to be able to see how my pipeline value has fluctuated over time. For instance at the end of a quarter, i want to see what my sales reps started the quarter with, what was my pipeline value by mid quarter and what did it turn out to be by end of the quarter. I want to have the ability to do this month wise also. For instance, what was my overall weighted pipeline value at the start of the month, how did it change through out the month and how much did i end up closing by the end of the month. ...read more

Past Imports Section - Currently there is no way to sort out past imports by the creator, import name, or specific time range.    It would be extremely helpful if we have search bar functionality within the past import tab.  ...read more

With Apple's change in privacy practices nearly a year ago, we're definitely hurting in terms of driving engagement with email. So that means we're becoming as focused as possible on making sure we're delivering to the inbox.    We have many companies with many contacts, and sending marketing emails looks anecdotally like we're hitting spam filters (we're also targeting Fortune 1000 companies).    One idea for counterbalancing these changes is add a daily sending limit feature to workflows. We have sending caps for connected inboxes and for sales emails, but not marketing emails. But if we send 100 contacts an email to the same company within five minutes, we're probably going to get blocked.    Much better: being able to drip emails on in much smaller batches over a longer period of time.   Also, for the sake of sharing/illustrating... this list is basically contacts who've simply opened an email or visited our site (but aren't considered unengaged contacts). Apple made changes on, I believe, 9/21/21, so you can see that we just fall off a cliff from there. Same sending volumes, etc. ...read more

The knowledge base tool only allows for categories to have 1 level of sub categories. In other terms, categories can only have 1 child node. Is it possible to add a features that allows being able to more child nodes? P.S : This is supported by Justin from Hubspot team ...read more