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Dennis-DWFB

Hi everyone, It happens quite often that comments are marked as solutions that are not solutions at all. In addition, statements or observations such as "That doesn't work", for example, are not a solution to a problem in the true sense of the word for me personally. That's why I wanted to suggest that perhaps only the creator of the respective thread can decide whether his question has been answered with a solution. Thank you for reading and best regards Dennis

TBennemann

How can I manage the product unit and display it on the documents? How should the unit (Piece, lump sum, hour) in which a service or item is offered be displayed in the quotation in Sales? Every ERP or the other common CRM systems can map this in the standard system. I currently make do by always entering the text "The item is specified in xyz" by hand in the description of the product line. Proposal: A new field on the product card and a standard column on the offer and invoice documents

baernhardj

Hi We use different teams to structure the users and security of the crm data. At the moment, I have no possibility to see the history of the members of a team. I want to see form when to when was a user part of the team. Who added the user to a team, who removed the user from the team. From the other side, I want to see from a user, when did he join a team and when he left a team, who did the moduification. e.g. a user can be part of more than one team, so it would be nice to have a timeline (table) with the history. Thanks and best regards Bernhard

KennethS

It would be amazing if we could measure goal attribution (revenue) from deal-split value, now that deal-splits is a thing in HubSpot. Example: Deal A has a value of 1.000€, it has a Deal-owner (primary user) and there are 2 deal split owners User A (Deal owner) - 50% deal split User B (50% deal split) Currently when measuring in the goals section of HubSpot, it would attribute 100% of the deal value - 1.000€ to user A, as that is the deal-owner. Is there any plans on making this more customizable?

MS157392

It would be great if a filter could be added to the inbox, to filter by contact known/unknown. It would speed up the process of immediately identifying relevant emails and prioritize the ones coming from known contacts.

01590

I am travelling a fair bit for work and jump between time zones. Example: I am in the CET timezone and will travel to the PST timezone from 05/01/24 <> 05/09/24. I would like to block out my travel days or, even better, change my available times to the time zone I will be in during that period. Hubspot provides me the possibility to add one customised meeting schedule, but that prevents people from booking me when I return = delay in sales = delay in revenue - y'll get me

VModel

Hi team, I would like to submit idea to implement the ability to use emojis in the Body Modules across the entire CRM (ads emails etc).

Pekka

Currently, if you change the default form consent text from settings, existing forms will not be automatically updated. To update existing forms, you would need to delete the current data privacy options field from the form and re-add it to include the updated wording or select "None" from "Data privacy options" and then select the correct consent to get it updated. It would be good if there was also possibility to push consent text updates to all forms without having manually go trough forms. This would save time and make it easier to do updates to form consent texts.

andmer

Hi, for workflows, lists and emailings you can create a folder structure. It would be great to have a rights management for those folders in a way that I can decide for single folders who should be able to only view or can edit. At the moment the folder features are not the same in the three sections. For emailings and lists there is no access management at all at the moment. For workflows you can assign dedicated ones to special teams to edit, but then the non-chosen teams cannot even see the workflows any more. My use case would be the following: we would offer some templates to the team that they should use so they always use the right and most current template. Thus they should only be able to clone it and then create their customized email/list/workflow, but they should not be able to edit the template. Thanks, best Andrea

MSee

Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversations across these associations, which clutters the deals/companies with irrelevant information from other interactions. Problem Description: When I add a Co-Selling Partner as a contact to any deal or company, the system automatically syncs every conversation related to that contact across all associated deals/companies. This results in a lot of unnecessary and confusing information being shared where it's not relevant. I tried creating a new property at the contact level hoping to use it to deactivate the syncs via a workflow for contacts with this property enabled. Unfortunately, it seems that deactivating syncs this way isn’t possible. Proposed Solution: I believe a helpful feature would be the ability to manually deactivate the default syncing function for selected contacts. Specifically, it should allow: Adding a contact to multiple deals/companies without syncing their communication to those deals/companies. Maintaining visibility of all associations at the contact level to facilitate reporting, without the automatic sharing of communication. This feature would greatly enhance our ability to manage communications with Co-Selling Partners effectively, keeping all associated records clean and relevant. Has anyone else encountered this issue or found a workaround? Alternatively, if anyone from the CRM development team is around, could this feature be considered for future updates? Looking forward to your insights and suggestions. Thanks!

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"Solution accepted" only by thread creator

Manage Product Unit on product and document

HubSpot User Management: Show history of user and teams

Deal-split in goals

Filter emails by Contact Known/Unknown

Customised Meeting Schedule with dynamic date range

Use of Emojis in the Body Module across the entire CRM

Possibility to automatically push consent text updates to all forms using same subscription type

Access management for folders

How to Disable Automatic Sync for Contact Communications in Co-Selling Partner Deals

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