Great minds think alike

Hi,   As Hubspot start to facilitate the customisation of the overall product. It could be great to change the name of item in the menu. I speak about the user interface in Hubspot (not CMS page). We can change the stanard name, like Quote could become Contract (with the same link and action), just change the namming.   As a salesforce user, we can chnage also the menu as we want to change the naming, change the visibility of specific menu.    In hubspot we can allow or no tallow access to some particular menu action. The next step will be the capacity toedit the name itm of the menu.   Thks ...read more

It is a legal requirement for my accounting firm to set an email retention period. Onboarding saleshub users without the ability to purge sales emails with a create date over a certain period is very challenging as the log email feature is very beneficial but we can't use it without this ability. ...read more

Closing tickets is inconsistent and very clunky.   There are far to many screens and they are inconsistent in functionality. 1. If we edit the ticket and choose close at the top of that ticket edit screen, we are prompted to enter the resolution. 2. If we close via the right side of the screen in the Inbox view, it will close the ticket but  there is no prompt for resolution. 3. If we close the ticket from the top of the inbox screen (i.e. Mark as Closed), the ticket will be closed, but the ticket status remains in the "new" ticket state.   So, as mentioned, clunky, and inconsistent in functionality.   Hoping for a quick, consistent, resolution.  ...read more

It would be great to incorporate the functionality to randomize or round-robin task(s) user assignment from a group of user based on queues.   Meaning when a task is created via workflow and/or sequences into a task queue, it would be great to round robin whom the task get's assigned to.   Currently, the only workaround I have found is to not assign the task to any user. However, this is not ideal as if that user has notifications enabled, they will never get alerted that a task has been assigned to them. ...read more

there are two links that are related to this, one is an idea that is marked as delivered but was only delivered on Forms not tickets, another is a conversation. 1. This would be related to the service hub, for customer support teams 2. the idea is to more accurately categorize tickets for a deeper dive into what customers are calling/emailing in about and being able to report on it 3. This value will add a better idea for if there needs to be a knowledge base article written about a certain topic, it will be able to track trends, etc. 4. Yes - have seen the ability in SalesForce and other CRM systems 5. HubSpot Community - Dependent fields in Service Support forms - HubSpot Community HubSpot Community - Ticket category - best practices and sub-categories - HubSpot Community ...read more

Hello Everyone,   Some Email Marketing Softwares have a "Smart Send" option where the Email is sent out when the user is most likely to open the email, which in turn increases the open rates.    I know that Mailchimp has a similar feature called "Send time optimization" - https://mailchimp.com/help/use-send-time-optimization/   Here is another one from Klaviyo : https://www.klaviyo.com/blog/smart-send-time-audiences   It'll be great if Hubspot can work on adding this feature where the AI determines when an email is sent out.   There's also another benefit to this which is the email is sent out in batches instead of all together.   Will be great if this feature is added.   Regards Sameer ...read more

Currently you can only create contact lists if pages are hosted on hubspot. Idea - make it possible to filter contacts based on pages that are not hosted on hubspot CMS - via a wordpress extension or such. ...read more

Now that we are able to "deactivate" users in our accounts, it would be great to be able to use workflows to automatically reassign companies and contacts from deactivated users.   By doing this, it would reduce the manual efforts of searching for and reassigning potential leads once a user leaves the company.  Layering this on top of filters for Lifecycle Stage, Lead Status, etc would ensure that any active records are correctly assigned to current, active users based on their role and team. ...read more

Hi Community  Converting a global module to local module might create some issues but it would be a real time saver if we can clone the global module into a local module.   Thanks! ...read more