クリエイティブな才能を開花させよう

Each time you go into a contact or deal record you have to click "thread emails" at the top in order to get a sensible thread of emails (rather than a line item for each reply). This preference is not remembered in any way and you have to do it each time   Given that most people are used to using threads and that this feature was implemented relatively recently it doesnt make sense that there is no way to set your default as to how you want to use it and you have to select this every time ...その他を表示

It would be great to run reports comparing the success of different workflows or emails. Right now you have to pull up each one individually and "manually" compare. ...その他を表示

Within the "Automation" tab and within "Sequences", I am looking for away to directly display the email in the sequence without having to click on Actions and then click on edit email. ...その他を表示

Why is this idea good? To search all tickets to find out which is the most commonly used word that can bring new decisions, eg New articles in helper center   Example word could: ...その他を表示

Looking at landing pages and landing page reports shows new contacts and new customers. While new contacts information is helpful to have, new customers really helps us understand which landing pages drive the ultimate outcome we desire - new customer, closed deals, conversions, etc.   Currently, "new contacts" is a property that can be reported on with landing page data or independently through the reports features. However, "new customers" is not a property that can be reported on independently.   I propose adding "new customers" as an independent property so it can be reported on separately and specifically in relation to the landing pages and forms that drive those new customers.     ...その他を表示

The new WhatsApp functionality is a great tool except it is almost impossible to utilize completely. Due to the nature of communication opt-in and the strict rules around HubSpot, the way the functionality exist requires individuals to manually 1by1 opt in each individual. If there is a way to import WhatsApp Communication subscrptions that have been previously collected on other platforms OR update WhatsApp communication subscriptions through a native HubSpot form, that would be very helpful. Ideally both would be utilized, but at least one of them would be an effective strategy to help manage this. This is a feature that will help those who work with international customer populations as it enables teams to more efficiently reach them on commonly preferred platforms. This reduces the amount of manual work, as well as reduces the time and money spent on alternative solutions when many individuals would prefer to keep all communication centralized in HubSpot whenever possible. ...その他を表示

In the new Overview release within a contact or company record, we should be able to customize the tables so that we can see all of the notes associated with the record instead of having to go into the activities tab. We should be able to access any of the affiliated properties within the record and have a simplified view of it there.  ...その他を表示

It would be great to have a search bar on a cutom report as it would be easier that searching through page by page. ...その他を表示

Currently SLAs can be configured only to the tickets that are manually created. This is a request to enable SLAs for the tickets that have been created through a workflow too. Most of the companies will definetly have a workflow configures and will help incase they want SLAs enabled. ...その他を表示