Grandes mentes pensam igual

I am taking over a lot of old company profiles from 2019 and 2020 and once I've gone through all the old material once there's no need to save all irrvelant posts ther I just want to save the most important ones.   However removing these posts is not good if for some reason I would need go back to check them later, I currently also don't have the right do delete them.     I would like a feature to be able to archive selected activites, notes, old overdue tasks for agents that quit and also contacts that has stopped working etc.  ... Exibir mais

Hello,   I would like to be able to view all booked appointments (as created via my Meeting Link) in a dashboard for entire team to see.  Thi is similar to being able to see all Team tasks. We should be able to see all Team appointments for the day, week, month, year without having to go to an integrated calendar to view.  I'd like to be able to view the booked meetings in a Dashboard, even if it's in a simple list like My Tasks.  Appreciate your consideration.  ... Exibir mais

It would be useful to be able to set-up Line Items in which the Unit Price CANNOT be changed by an end user.  The only way it should be possible to lower the Unit Price is by entering a % or $ discount.  This properly records any and all dicounts and eliminates the ability to circumvent discounting by simply updating the Unit Price.   Also, it would be useful to be able to set-up approval workflows based on the % dicount entered on the line item.  Basically dicounts below a threshold are pre-approved, but anything above the threshold needs to be approved.  This is more realistic then a workflow approving above/below an Amount.  ... Exibir mais

Please add support when creating a new product in the product library to duplicate an existing product and display in edit mode.  Currently its VERY inefficient when I'm trying to duplicate a product, with one variable change like size etc... I have to copy paste everything so I make sure it matches.  A duplicate product feature would solve this problem.  You would of course have to require it to be unique in some way upon save.   Also, please add support for duplicating a line item in quote rather than having to use the picker which is inefficient when the item is already populated in the quote.  For example, I often quote the same product at different qtys which requires different pricing.    ... Exibir mais

Hi guys,   There is an issue with the LinkedIn Ads integration whereby if you've duplicated a campaign in LinkedIn, HubSpot isn't able to differentiate the ads in the different campaigns and loses all tracking of contacts.   Given the campaign ID parameter is being pushed in as well as the ad info, is there any chance a filter could be created so that this issue doesn't occur?   We do a lot of LI ads for client's and we separate campaigns by targeting options and then group them into campaign groups for more granularity/control due to the high costs, so, this problem causes quite a few issues.    There was a really similar thing with the Facebook Ads integration last year so should be possible to fix hopefully 🙂    Thanks,   Byron  ... Exibir mais

It would be great if we could also track links that lead to external content directly in HubSpot. E.g. if you are routing traffic to a partner website or a PDF file that isn't stored on your HubSpot account or to any other external content that is not under your control.   And if these external links could be reviewed in a separate report, that would be amazing. ... Exibir mais

Hello,   When we add an app from Hubspot Marketplace, we can't see timelines events and CRM cards related to this app in the HubSpot mobile app.   It could be usefull to support app (app from Hubspot Marketplace) integration in HubSpot mobile app (android/Iphone). For example to see directly in our mobile phone the timelines events and actions buttons from the custom CRM cards related to our Hubspot marketplace app added.   Thank you. ... Exibir mais

Would love to see a functionality where we can create surveys beyond just customer satisfaction and feedback. Right now we have to reply on integrations like survey monkey to input surveys in our email to customers. That experience seems like a no brainer when it comes to such an investment in all available modules of HubSpot. Thanks!!  ... Exibir mais

My company uses the Outlook integration with HubSpot so emails from Outlook can also be logged to the contact record in HubSpot. At one point, we enabled the logging of attachments as well. However, attachments that are logged to a contact record due to the Outlook integration are not easily accessible. I was told by a HubSpot rep that these attachments are saved to the File Manager, but are hidden. As such, customers cannot access these files. I need a way to easily delete certain attachments/files, without having to go to each individual contact record in HubSpot to delete the attachment. It becomes quite tedious and unmanageable with a large database of contacts. Please make these files accessible to customers in the File Manager? ... Exibir mais