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We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for.   This will allow our support staff to support multiple individuals in a way they can't at the moment and in reality, in many businesses, an individual will often work with more than just their own team. The user permissions settings are far too basic at the moment with just 'individual', 'team' and 'everything' not granular enough.     ... Mostrar más

To be able to analyze reports and its results in more detail, it would be very helpful to be able to click on the respective contents in the table. E.g. I would like to show all marketing emails delivered within this month. The people who consume the report would then like to view these marketing emails directly. A direct link would be necessary for this.   ... Mostrar más

I would like to have a dependant field appear when multiple field entries match.    For example, I have a sales form with 4 "Yes/No" radio fields. I would like it where if someone selected "No" for all four, a dependent field to appear and only appear if all four were selected as "No".    I hope that makes sense.  ... Mostrar más

I'm looking to track changes in lead score, the activities that cause a score to increase or decrease. It would be great if we have an activity column. ... Mostrar más

Currently the customer portal has absolutely no other functions beside showing and filtering the ticket list.   Strangely, there is not even a "sign out" button where the user viewing the ticket list could log out.   This would make using the portal more secure and intuitive. Obviously the signing out should land the user to a page where username and password are prompted in order to sign back in. ... Mostrar más

Hey there,   We have just undergone serious endevors to make the customer status of our contacts and companies visibile. The property we wanted to have as a result has three stages: New customer (has exactly 1 won deal associated) Returning customer (has more than 1 won deal associated) Not a customer (has no won deals associated) Since this was quite tricky to develop, I would like to suggest a native HubSpot property like the one explained above. I could imagine other companies could find this useful, too. So ... anyone? 🙂   Best, Isa     ... Mostrar más

Can there be a way to change the current default filters in contact/company view so you can choose your most popular filters rather than having to find them under more filters and not have filters there that are rarely used. ... Mostrar más

It would be great to be able to create custom social reports, or customize the reports on the social page.   Example: See month to month progression and break out by platform ... Mostrar más

In the conacts view it would be beneficial to sort by Primary company. It would be beneficial to be able to sort this column from the contacts page without having to go to the company records.  ... Mostrar más