Great minds think alike

It'd be great to edit and manage Payment Links like we can with Products. Products can be easily organized into folders. I'd love to have the same organizational tools for Payment Links. ...read more

It would be useful to have fewer properties instead 50 - 300 properties displayed in a deal's about panel which can be annoying to scroll through to find the appropriate property.   This could be achieved by displaying different properties for a deal, based on the pipeline that the deal is currently in.           ...read more

I need to allow different user with different permission on views to create contact in hubspot. They can see only the properties they owned or the team they are part of.   ...read more

Doing end of year reports at 50% of my sales data is from "offline sources" which looks poor to present to the team. As many marketeers use Hubspot primarily for attribution data, 50% is a huge amount to be missing.   Our sales people could easily select where they met this lead, either through a trade show, connection they recieved a referral from, or other.   It makes sense to have the option of adding two or three other options which sales people can select to help me with my data as I have thousands of sales which could have been attributed to a source but didn't fit the specific Hubspot sources. ...read more

Did you all know that when you create a deal or company and connect a contact, that contacts past email does not associate with the deal unless you do it manually!!??  You have to remember to do this or you will miss important context you assumed woud be there!   They say this is AS designed and not a bug.  I am warning you all that you are missing info!  My team looks at companies to see last communication all the time. They assume if a person is connected to the deal, so is there email. NOT  TRUE!!!  you must do it manually   ...read more

I think HubSpot should add a tracking window option for Goals in Workflows. For example, you would select track for "met goal" critera 30, 60, 90 days after enrollment or after each action in the workflow. If your workflow sends marketing emails or consists of other communication touchpoints, then there should be a limit for which HubSpot is tracking for that conversion. They list a "met goal criteria" number on each marketing email in a workflow, so they are attibuting conversions to those emails today. But if a member completed a workflow a year ago and are just now meeting the Goal criteria, you shouldn't be attibuting that success to the workflow or the email actions in the workflow as its been too long for these workflow actions to have influenced that conversion. Also, I think you should be able to set a different goal for each automated email in your workflow. ...read more

Currently, there is no way a newsletter reader can share the newsletter within their network. I feel there should be an option to create a CTA where by clicking the button, compose email should pop up and the reader should be able to share the newsletter . ...read more

For reporting purposes, we always assign a meeting type to our meetings. However this is a manual tasks and quite tedious (especially for re-occurring meetings).    Would be great to have an automated process for this. ...read more

Hey, Filling this out for a user! We would like default dashboard filters to have the option to apply to all users. This will make things way easier. ...read more