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For reporting purposes this ability is important so that all names are in the proper form.  Some people put theirs in all caps or dont do any captalizing of the first letter and on reports this doesnt look professional when using the Hubspot User field.  As a Super Admin this would be a simple change.  It would probably also be nice to allow others to change but all Im asking for is for Super Admins at the moment. ... Afficher plus

We send out weekly lead time emails to our customers and currently have to set up a workflow with specific dates / if,when branches for every 7 days.  It would be much handier if there was an option to send a repeat email either weekly, bi-weekly, monthly, etc. on a specific day at a specific time (similar to how it would work if you were setting up a regular event in your Outlook calendar). ... Afficher plus

Right now there are no granular permissioning options for documents and files. It would make a huge difference to be able to turn off upload abilities but have indiviudals still able to view and use those documents and files. Sales teams constantly have problems with version control and ensuring quality materials are what's shared with prospects and clients -- without more granular permissioning, we have no control to ensure only up-to-date and company endorsed materials go out. ... Afficher plus

We have the need, frequently, to use our quote templates without an associated deal. Based on how we are adapting the deal pipelines, many clients do not need a deal but need a "quote". Since hubspot does not have a proposal section, we are forced to use quotes to present information to clients.  ... Afficher plus

The ability to record in a single view historical deal data.    i.e. Date entered deal stage X (such as sales accepted) Jan - 1  Feb - 3  March - 1  etc.  You can curently do this by 'this' or 'last' month but not in a single view, so it's difficult to review conversion rates by month from piepline to pipeline.  ... Afficher plus

Within workflows, I'd like the ability to associate a contact, company, or deal to another entity such as a contact, company, or deal.   Use case: I have a deal associated with a contact from Company A. I'd like the ability to automatically associate Company A to the deal (if associated company is unknown). I would need a trigger that allowed me to check whether a company was already associated to that deal. And if unknown, an action to copy over the contact's associated company to the deal's associated company.   Who: This benefits sales team, sales managers, and CRM administrators. Goal: Eliminate manual data entry for deals, contacts, and companies that all go together. Value: Save time and ensure that any activity on a company, deal, or contact will automatically be logged on each entity (company, deal, or contact). ... Afficher plus

Hi all,   we are a software company actind in Fiscal year(Jun-Jul)with 4 revenue categories: 1.License 2.Subscription 3.Service 4.Maintenance   These are also in this way reflected to the Product conditions(Line Items).   We have deals that include recurring and non-recurring products and also with different billing start dates 6 frequency>Example: In this case let´s say that the close date is 15.11.2023 that means considering our fiscal year, for the closure month(Nov) we can plan 33.167,67 revenue and 3.166,67 for each of the months(Dec-Jun). We are struggling to create a Hubspot such reporting that gives us the information: - Revenue by month based on the line item information - How each deal translates to revenue for the closure month - Annual revenue for FY(ACV is not calculated upon billing start date and probably not for FY but instead calendar year)   Also the reporting does not work well in this area: "No values" are the "at payment" on billing start date, "one-time" at billing frequency and terms are coming with"p" and "m" which is also kind of disturbing.    I would be greatful if anyone has any ideas or workarounds in this area   Many thanks Iro ... Afficher plus

With the new eCommerce bridge, we can see the items purchased on a deal record, however, we can't from the contact record so therefore, in order to get the purchase history for a client, we have to click into every deal. I have a client who is a wholesaler and their customers order about 20 items per order and place orders on a weekly basis. So you can probably see how this soon becomes a lengthy task. Some of their customers will call the help centre and place orders over the phone as well as online, so it would be really useful for a sales rep to be able to see at a glance types of products the customer regularly purchases. So for example, the wholeseller is in the food industry - Their clients may buy Pizza Dough, Pasta, Cheese, Oil etc, if they phone and place an order, the rep would want to say, 'thanks for your Pizza dough order, you usually also order Cheese and Oil' and use this as an upsell opportunity without having to go into every deal. - So they'd want to see not every order, but the items purchased (No need for duplication) ... Afficher plus

When an admin creates a association label they can also define what the internal name should be. This is used in integrations. But when the association label has been created there is no way to see the internal name. The only way is to use APIs. I would like the internal name to show in the listing of association labels.  ... Afficher plus