Las grandes mentes piensan igual

MHobik · ‎feb 23, 2023

My CEO and investors request a 2 page Executive overview template before meeting with an account / customer. Relevant fields include account name, contacts, titles, LinkedIn, competitors, use case, ARR, renewal date, etc. Then there are a few sections that are standard where we input free form. As a former Salesforce user, I purchased Quip to do this and pull from Salesforce in to a Google Document. This would save me a lot of time creating executive overviews.

DMiller49 · ‎feb 23, 2023

Hi HubSpot Team! I was wondering if it is possible to have the Create New Contacts Only option as the default setting when importing contacts. That would help so much with imports! Love this new option btw. Thank you!

CBurrage · ‎feb 23, 2023

I think we should be bale to make folders within product folders to make it much easier to use. We have seperate SKU codes for different colours of the same product and it makes orginisation extremly difficult due to the sheer amount of products under each catagory. I think weather just under products or across all of the areas are folders are used it would make it alot easier to find information that is needed and make it more useful generally

sabd · ‎feb 23, 2023

allow links to external docs (e.g. Google Docs, OneDrive) in the "attachment" field

PerrynOlson · ‎feb 23, 2023

Without a Sales Pro seat, marketers can not view (and therefore edit) Sequences and view the Target Account Dashboard. I understand only Sales Pro users can enroll contacts in a Sequence, however, I wish my marketing team could setup & edit Sequences for our sales teams.

DKitzinger · ‎feb 23, 2023

I live in Chicago and utilize tasks as apart of my morning routine. Each morning I receive an email notification at 8:00 am cst for the tasks I have set for that day. I would love the option to change the task notification time. I travel alot, so depending on the timezone, my tasks will pop up at 9am, 8am, or 10am.

KNurlanova · ‎feb 23, 2023

Hey! In order to count number of deals on specific date when the sales team started working on them, I want to create a custom property called "First activity date on deal". How can I make it?

SDrayton8 · ‎feb 23, 2023

It would be great if I could be notified if certain emails bounce a specified amount in a timeframe. I.e. We have an email verification email that if you can't click on, then you can't use our product. If we get a new client and 30 of their employees bounce because of their email security settings are blocking us - it would be great to know straight away so we can get them to fix it.

JMcKee3 · ‎feb 23, 2023

The idea would be to add a field in HubSpot forms which allow leads can lookup or validate their addresses with a dropdown option after submitting their postcode or the first line of their address. This would really help the automation side of workflows meaning sales teams wouldn't have to chase leads when their address is misspelt or otherwise wrong.

BrunAlbuquerque · ‎feb 23, 2023

Hi, I'd like to triangulate the forecast (by deal stage and by forecast category) and understand if our weighted amounts on the forecast feature are similar or close enough using 2 different weights - weights on deal stages, and also when moving to the forecast categories section, being able to assign weights based on the forecast category. Now the weights in both section are coming only from weights on deal stages. So then I'd be able to compare both forecasts and check if the team is being to optimistic in their forecast submissions or not. Is there anyway to set up this? Thanks, Bruna

Las grandes mentes piensan igual

Executive overview template (HubSpot <> Google Doc integration)

Create New Contacts Only

Subfolders in product folders

Feature Request: allow links to external docs (e.g. Google Docs, OneDrive) in the "attachment" field

Marketing View/Edit Sequences & Target Account Dashboard

Option For Timing Tasks Notifications

Create very first activity made on deal

Notifications based on bounce levels

Form Field for Address Lookup/Validation

Forecast Feature - Weights based on forecast category

Entregado Recientemente

Recientemente en Beta