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Hi Team!  I'm submitting an idea on a user's behalf. The user wants to know if it would be developed soon the option to edit marketing emails on iPads and/or iPhones as of right now only works for iMAC for desktops or Mackbook devices. Thanks! ... Exibir mais

we need invoices as a single object report data source really bad. . . especially since hubspot dev rolled out the center column card editor where we can embed single object reports.    This would allow both sales and account management to track how much we are billing each customer monthly right there on the record!    thanks in advance ... Exibir mais

Currently, HubSpot only allows you "To create 50 customer loyalty surveys (NPS) at any one time. This includes active, draft, and inactive surveys. To create a new survey, you'll need to delete an existing survey."   This is a problem when it comes to tracking. In our business, it is important that I keep deleted, dated information pertaining to our customers (i.e. the point of a comprehensive CRM). I   While the majority of our surveys do not get responses. I need to (from a customer services perspective) be able to reference when/if we survived an order after the product ships. Having accurate records of this allow me to advise the customer if they were given an opportunity to voice their feedback. If I start deleting surveys, I will no longer have these records. I need another solution. ... Exibir mais

I have my deals arranged in columns on desktop, each column shows the stage the deal is at. The columns list deals in date order. The mobile app also has the deals in columns, but it's not possible to sort the columns by date, they are just in a random order. This makes the deal view in the app completely useless.   ... Exibir mais

The fiscal year is coming up, and we're having issues with the quote tool not allowing us to delay billing without requiring the customer to pay for shipping now. Shipping fees will not change just because the billing start date is a few weeks from now.    "Discounts fees and taxes are only allowed on quotes if at least one item is billed at checkout"  ... Exibir mais

When a user goes to their forecast, and clicks on their name, they have the list of their deals. However, the columns displayed are somehow decided by HubSpot. It is possible to change them by clicking on "Edit Columns" but this needs to be done by each single user, causing some problems when running the same forecast process or during onboarding of new users. Would be great if, as an admin, I could set the default columns for the deal list for all users. ... Exibir mais

I would like to display our customer feedback reports split into Promoter, Neutral & Detractor as opposed to the individual number breakdown as it is by default. Due to the fact that the Survey Type is Custom rather than NPS and as a result the survey is unable to make the association between the NPS feedback number and categorising that into the relevant grouping. However, reverting to an NPS survey would prevent us from including the additional feedback questions in our custom survey. It would be good to have the possiblity to report the number rating from a Custom Survey in the same manner that we are able to do with NPS Survey. ... Exibir mais

The Situation:   In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions via the Conversations Inbox or Email while learning about our lead's plans and qualifying them for our sales process.   One of the most common types of question I get is if I can provide examples of our product or process, or provide a quote for stock designs. Because they are frequently asked questions, our company has gone and created documents and resources to better answer them (a picture's worth a thousand words after all).    Here are some examples of Snippets with Documents I would use: "Sure thing! Check this out: {Volstrukt Kits: What we can offer}. The first half of it lists our services and the second half has our most popular designs. If we can find a style you like there then we can start talking ballpark numbers"   And   "Also, if you haven't already, check out our {Modular Catalog}. There are a lot of designs in it that are ready-to-print, but at this point think of them more as inspiration for your personal plans. For example, check out the 3-d model of M019{Web Link}."   These are actual snippets I frequently find myself using, but Hubspot has no functionality to allow me to insert the actual documents within the snippet. (I inserted the links here for example purposes through some time/effort and copy/paste. In reality the links would be blank, and if copied like here all the Document tracking will be from wherever I copied link).   This is only a slight issue when writing an email: find the corresponding document though the Document Tool and fill in the blank. BUT when using the Inbox tool, I have to redirect leads/customers to their email to check the thing I just sent them, and most of the time they don't return.   The Idea: The idea is to add the functionality to be able to include links to Sales Documents within the Snippets tool. This functionality is something already included in Templates, so it shouldn't be too difficult to add.   I understand when using the Template tool the Email Property is always known, making sending Documents easier, but with Snippets that's not always the case. The fix I see for that potential issue is using a system similar to when a Document gets shared: If the Email Property is not known then ask for an Email Address before allowing access.   I know a functionality like this would make my job a lot easier, and I hope others feel the same way.   ... Exibir mais

There is no setting to set the cover photo for Instagram Videos. Currently instagram video's cover photo will default to the first frame of the video, I prefer to choose the frame, especially when the first frame of the video is blank. ... Exibir mais