Gute Ideen sollten geteilt werden

Can Hubspot please create a function where I can immediately determine which contacts in my recipients list did not receive an email sent, and why?   This would be especially useful when the emails are of a transactional nature, or for events that the recipients already registered for and need further details to attend. And yes, I have set all contacts as Marketing Contacts. ... Mehr anzeigen

Hey team, I'm working with a customer who had some suggestions on how the custom quote templates can work with the line items editor.    Goal:  To have the ability to dynamically display or update the columns in the line items editor based on the properties in the line items table of the selected quote template Use case:  They have multiple variations of custom quote templates, each with different columns and properties in the line items table of the quote template However, when creating a new quote with a custom quote template, the columns in the line items editor remain fixed.  They can edit the columns each time they create a new quote, but these changes will be applied to all users in the portal. They would also need to constantly refer back to the properties included in the line items table on the custom quote template and make edits to the line items editor columns. ... Mehr anzeigen

Hey team, posting this on behalf of a cust! Currently, when creating a deal and adding in line items, we would have to take additional steps to edit the line item AFTER the deal has been created to edit the unit price of each product this is time-consuming and may potentially be disruptive to the business if the sales reps forget to make the change to the unit price It would be great and convenient if we could have the option to also see the price of each line item we are adding to our newly created deals, as well as make edits to the unit price of each line item from the deals board instead of having to navigate into the deal record ... Mehr anzeigen

It would be good to be able to change the language of a site programatically without the use of the HubSpot Language Switcher Module. I can then use smart rules based on the selected language as you normally would. ... Mehr anzeigen

In addition to a signature box, it would be great if we could ask questions in the Quote builder. For example radio buttons for eligibitliy to buy a product, or a single line field to let us know how they meet that criteria.    ... Mehr anzeigen

It would be great to be able to customize what is shown on the menu. If we dont use Marketing or Service, the function to disable this entirely is needed. ... Mehr anzeigen

Our contacts go through a lot of workflows. It would be helpful to create folders for the workflows within the "Manage Workflows" section of a contact record.    ... Mehr anzeigen

Goal: Contact records who have an association label for a company should float to the top of the associated contacts on a company record when you are viewing the company record.   Currently: For instance, we have a company record with 48 associated contact records, and one of those contact records has been associated with a label as "Primary Contact". In order to be able to see the contact record with the "Primary Contact" association, I have to click on the "view more" about 5-7 times until I see that contact record.   Solution Recommendation: It would be better for any contact record who has an association label for the company to be floated at the top of the list. This will make it better so that when another coworker looks at that company record, they know that someone has been labeled as something; as it is unlikely that they will dig through that list on the right hand side to see that.   This will help us keep our associated contact records cleaner for each company record as we will know which contacts are the best for reaching out.   Company record without seeing the contact with an association label on initial view Contact record who has an association label but was 5-7 clicks deep on the "Show more" associated contacts ... Mehr anzeigen

We have multiple users who need to follow up on tasks for business devlopment purposes. It is crtitical to be able to assign a team or multiple users to a single task. This missing function directly impacts how the system works for our business. Please consider looking into this again! ... Mehr anzeigen