Las grandes mentes piensan igual

We need a way to set a default value for pinned filters.     Always defaulting to known is not helpful. I'd like more control over how these work. Also being able to group properties into one filter would be nice   it's still beta fyi         ... Mostrar más

Would be really neat to see hubspot roll out an integrated AI summary based on activities and allow adims to configure it to group by week/month/year and live on the overview tab.   One of the issues we're running into is we have lots of notes and lots of emails. would be great to summarize the activity feed in a consumable way:    Jun 22- Sally reached back out to us and booked a meeting ....No activity beween march and june... Feb 22 - Kept following up but no response Jan 22 - Jane Doe met with Sally Doe and they talked about revenue. We followed up but had no response.  ... Mostrar más

Be able to forward internal communications about a client/propsect to hubspot even if the client is not on the email - shouldn't have to cut and paste emails - or a cc that goes directly to the account ... Mostrar más

Is there way to run an audit to see who closed a ticket or completed a task? Possibly an additional filter under status to see the source (who) completed/closed? The goal would be to see if anyone on the team (other than myself) closed a ticket or completed a task on accident. Unfortunately, I am not aware of any way to run an audit like this and if this is done there is no way for the owner or assignee to ever know their ticket or task was completed. I currentl work around is having notifcations set for my assigned tickets when it is closed. Is there a way to get a notifcation when an assigned task is marked as complete? Thank you!  ... Mostrar más

Why must one go to the Contacts list and find a contact there in order to change their status from Marketing to Non-Marketing? The field exists in the Contact record, but there seems to be no way to change it from within the contact record, leading to 3 or 4 unnecessary steps to accomplish this simple task.   Thanks! ... Mostrar más

Currently form submissions are only viewable on a contact record, but I would love to be able to reflect a form submission on a company record too, especially when the company was created due to that form submission.   We use the referral source property on the company to track if a company entered the system due to a form submission, but it would be nice to be able to view what that form submission was on the company, rather than looking through each of the associated contacts to see who filled out the form that created the company.   For example, when you add a note, you have the ability to reflect that note on the contact, company, and deal records. Adding that same capability to a form submission would be so nice! ... Mostrar más

Automatically regular pipeline settings can move back Company's Lifecycle stage. That's a bad idea. Il't would be better that Lifecycle stages only growed in sequentiel order from Lead to Evangelist. This choice is your Hubspot's inbound marketing mind. Keep it right ! ... Mostrar más

Is it possible to have either a checklist feature similar to the bullet list but actually checkage, or a strikethrough feature (I use those interchangably depending on what's available to me) so we can make lists within our notes?     What would really be cool is if we could then format that into creating tasks in bulk.  Bulk task creation would be cool because each of our projects has a timeline sent with it in Excel that we then have to enter task by task, most of the time with the same information. ... Mostrar más