Great minds think alike

It would be nice to be able to display the associations between a ticket and a custom object on the cards in a ticket pipeline. ...read more

Dear team, Quota vs Achivent report is too important for Sales. But there is not too many report option for that in Hubspot. There are some examples under the Sales Analytics but the problem, There is no total option for Quota Attainment Report. We can see at the Sales Rep level or Monthly level but not possible to see at the total level. There is a similar issue for all other quota attainment reports. Another problem is that even if we want to create a new manual report with goal details, it is not possible to add the target option to the report. ...read more

Subscription type is required.  create one sucess fully but it showing for selection  sending marketting email ...read more

Email marketing strategy  A strategy used to market products and services and nature relationships in a human an helpful way through the use of the email channel. ...read more

It would be great to have "Tab key" working in the conversations and sales emails.  This is a basic functionality when creating an email and it would go a long way in helping people structure their emails.  ...read more

Hey Team,   Right now only Super Admins of the production portal can access the sync logs for the sandbox by heading to settings settings icon in the main navigation bar > Sandboxes in the production portal.    There are certain users such a Web developers who need to manage the sandbox sync via the production portal but cannot be set as a Super Admin in the main portal as that could give them access to the entire portal and actions.    It would be great if Non-Super Admins in the production portal can manage the sync for Sandboxes ...read more

We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right questions answered we have created a playbook for them to follow. However we want the playbook to apear in the scheduled task so they know that is what they are meant to do without needing to click out of the task then into the playbooks ...read more

Please consider adding SW logic to allow a big pricing error made in the past but updated to be the correct amount to reflect in your historical snapshot default report.  We had a sales person incorrectly fat finger a field which entered the amount in company currency of a deal to be $14M when it should have been $104k.  Once we found this error we corrected it but when we run a historical snapshot report it shows the old information which is making our dashboard look very wonky.     Thank you ...read more

It would be great if there was more restrictions on deals/pipelines. We need staff to be able to edit deals, but would be handy if we could restrict access to add or move deals from stages.  Currently, we can restrict editing a deal in a stage if not a super admin: staff can add a deal to the 'YYY' stage but they can't edit/move a deal out of the 'YYY' stage. What if there were alternative options - e.g. restrict staff from adding a deal to the 'XXX' stage but they can move deals out of the 'XXX' stage, or an option to restrict all movement from a stage, but they can still view the deal in that stage.  This would be the same for pipelines. At the moment, we can restrict access to the pipeline, but we can't make it a view only option. Would be handy if we could restrict the pipeline to view only, so they can still search for a deal in that pipeline and open the deal, but they can't make any edits to the deal or pipeline settings.  ...read more