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We are choosing to only use 4 options for Lead Status. It would be much more streamlined and efficient for our Sales Team to only see those 4 options available to them and not have to scroll through all the default status options. We are able to customize Deal Stages. It seems we should be able to customize Lead Status. Thank you. ... Afficher plus

It will be great to segment the productivity reporting to a specific working hour time range/date range for your team's analytics (Mon-Fri 8AM-5PM for istance) in order to track correctly the response time according with the real timeframe available for the people. ... Afficher plus

It would be great if just like "Get Email" There was a "Collect File" option so that just like in a form submission, the bot could collect a file and save it to an existing property on a contact record.   Similar Asks: https://community.hubspot.com/t5/HubSpot-Ideas/Attach-anything-other-than-a-URL-to-a-chat-ie-image-file-gif-or/idi-p/27750/page/2 https://community.hubspot.com/t5/HubSpot-Ideas/More-Chat-Widget-Styling-Options/idi-p/13806 https://community.hubspot.com/t5/Sales-Hub-Tools/Chat-Attachments/m-p/199510 https://community.hubspot.com/t5/HubSpot-Ideas/Option-for-disabling-attachments-in-the-chat/idi-p/271117   ... Afficher plus

Settings - properties - Hubspot score. You used to have a button at the top of the page where we could add new criteria. But now the button is after the last added criteria. In our case I have to scroll and search 83 criterias down to get to the bottom of the page. Love the function - but not so user-friendly.   And one more thing regarding the HubSpot score, please remove/extend the 100 limit 🙂 ... Afficher plus

When looking at influenced revenue, data from contacts "enrolled in associated workflow" is accounted for in the influenced revenue.    This should be removed or updated to "completed associated workflows". For instance, a contact is enrolled in a workflow with an email. The email has not triggered, there is nothing received by the contact, they have simply been enrolled in a workflow - attributing the revenue to the workflow without any real action from the contact is not really influenced revenue. The revenue should ONLY be applied after the contact has completed the workflow.  ... Afficher plus

When creating a meeting you can store a description (the info box says that this description is sent with bookings). But this text is also sent to the lead when the meeting is postponed and when the meeting is canceled. This is confusing for the booking person because in the discription we say 'thanks for booking the meeting". In my opinion it should only be sent with bookings like it says in the description or it is possible to write different descriptions for booking/postponing/cancelling. ... Afficher plus

I need to send one-off marketing emails with data that's unique to each recipient. Right now the only way to do this is to create a new contact property, which isn't an ideal solution because we only need to reference this data once for this one single email send.    My team would like to use a custom personalization token in mass marketing emails, with the ability to upload a list of data matched to each email recipient in a static Excel sheet. The Yet Another Mail Merge app is an example of another product that has the functionality.      ... Afficher plus

Hi HubSpot Community! Win Probability % on Deal Stages is currently manually set by the user. It would be valuable to our organization if there was the option to go from Manual to Automated for setting these values -- these % could automatically update based on real deal close data gathered overtime in the HubSpot platform. Of course there would need to be logic in place to ensure a bad quarter, etc. didn't skew overall % for most accurate forecasting, but overall would be helpful for this % to update automatically based on HubSpot Data.  Thanks for your consideration! If anyone else would see this as valuable feel free to weigh in.  ... Afficher plus

I would like to see an update on email marketing. According to support, it is currently not possible to control multiple contacts simply by using the preview function. It would improve the quality of the mailings if, for example, all contacts from the list get a preview to click through. Especially when addressing via workflow, possible errors could be detected this way. Otherwise this is not possible with a larger list. Would be awesome 🙂 ... Afficher plus