Les grands esprits se rencontrent

cfleishman · ‎août 31, 2017

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

AndyPitre · ‎avr. 4, 2017

I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me. In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])

CoachAaronCCR · ‎juil. 11, 2017

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.

DBowers3 · ‎juin 16, 2017

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

RafiPN · ‎août 24, 2017

Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.

DiegoPI · ‎juin 11, 2018

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled. The current text of the meeting reminder email is: Hello, This is a friendly reminder that we have a meeting booked on: 11 Jun 2018 17:20 EST I look forward to meeting with you,

Snaedis · ‎sept. 7, 2020

There have been a number of different posts in the Community which are about the same core need (customizing the styling of the knowledge base), but many have been marked as "solved" or "delivered" because of options that get you part-way there. I'm consolidating those into this post so we can more easily track this need. This post should not be marked as solved or delivered until a knowledge base can be fully customized in layout and styling. I've spoken with many customers who still want more flexibility in knowledge base styling, including: Custom layouts for index pages and articles More fonts and styling options to better align KB with the rest of a business's website For those of us who are working to improve the HubSpot product, it's incredibly helpful to have example use cases from our customers, and the posts here on the Community play an important role in our prioritization process. Giving you more flexibility in KB styling is something we'd like to do, and when we have the bandwidth to dig into this project we'll look to you all for guidance on how to best support your needs. So if customization is important to you, please add your voice to this thread! For reference, I'm listing here the other posts which are related to this topic: More formatting options for Service Hub knowledge base (156 upvotes as of Sept 7, 2020), by @matthew_stibbe Knowledge base styles (68 upvotes as of Sept 7, 2020), by @radko See all articles in a category while viewing an article (3 upvotes as of Sept 7, 2020), by @LiamW Knowledge base editor numbered list can't be continued after importing image (12 upvotes as of Sept 7, 2020), by @zachallen HTML editor in knowledge base? (6 upvotes as of Sept 7, 2020), by @MartinTexada

NicoleSengers · ‎févr. 21, 2022

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts. It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag.

SteveJenns · ‎mars 6, 2017

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if another field against the contact had a certain value. Thanks! Steve

khughes · ‎avr. 3, 2017

We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email from us through HubSpot saying "Thank you for registering!". Since we have a lot of different people signing up, it's very important for us to follow up on that email. If we could add CC to me on the email that is sent out, I could pick up the conversation with the person registering very quickly. I could simply press "Reply" on the email and continue the conversation with the lead. If I want to do this now with today's HubSpot solution, I'd have to copy/paste the lead's email address from the internal registration confirmation email, write a subject line that wouldn't confuse the lead, and then write the message to the lead. This delays the response time dramatically, and takes up substantially more resources. Use case 2: If we could add BCC to emails as well, it would give people two great advantages; (1) HubSpot emails could easily be integrated with almost ANY CRM (ex. Email to CRM option), and (2) it would add the contents of the email to the CRM (more than just "Sent Subject Line"). If anything is unclear, I would loooove to explain in more detail.

Les grands esprits se rencontrent

Cloning a Deal

Customized "Deal Cards" in Deals Dashboard

Sync property values between Contact, Company and Deal Records

Associate one contact to multiple companies

Delete form submissions

Customize Meeting Reminder & Meeting Booked Emails

More flexible knowledge base design and layout, including custom HTML/CSS

Set Association Labels On Records via a Workflow

Field Dependencies for Contact Properties

Add CC and BCC capabilities to emails from HubSpot

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