Quotes need to be editable so even if all goes well and no changes are requested (customer accepts the offer as is, no change in number, price, discount, invoicing address, contact person, etc), they still may send the purchase order and the PO number needs to be added to the quote. So Finance could issue the invoice using only the final quote, containing all relevant information. If a different quote needs to be issued for this (current practice), the quote number will change again and won't have the right cross reference with the customer - they would have the previous quote's number for their purchase order. ... Mostrar más

It would be great to display the task "stage" (column) directly inside the task preview of deals / contacts.   (Here) ... Mostrar más

Our company has nearly 24 brand teams, so as you can imagine we have thousands of lists. We are always working to keep them clean, but it is a struggle.   The brand teams run a number of drip campaigns each month. For ones that are larger/more vital we have our sales reps receive an internal notification saying that a contact opened/clicked a link in one of the drip emails. This helps them understand who is engaging and helps them better prioritze which individuals to reach out to.   Instead of getting a million email notifications, it would be nice if the sales members could get a temporary list of everyone that has opened/clicked the email. That way, they don't have to remember to delete the list afterwards. ... Mostrar más

Currently,  with the new Sharing Dashboard functionality , reports are exported in a single column.   It would be great if users have the ability to share the dashboard as is - which is a two column report. Therfore, an additional functionality where users would be able to choose a single column vs a double column export of dashboard would be useful.    Using two column export , users would be able to perform a comparison between 2018 vs 2019 data easily    ... Mostrar más

tasks are great tool in hubspot. but unfortunatly you have to give "contact write permissions" to users who should be able to edit their assigned tasks. that makes often no sense in daily business. it should be possible to handle the user permissions more flexible. ... Mostrar más

it should be possible to assign conversation to teams and not only to specific users.   ... Mostrar más

Currently, the drag and drop email editor does NOT pull from system brand settings.  So every time you want to create a new email you have to change font colours, fonts, and button colours.   As part of the system set-up the brand primary and secondary colours (as well as additional brand colours) can be added.  It's a waste of user's time to have to then change these colours every time the drag and drop editor is used. ... Mostrar más

I would like to be able to add a start date and estimated hours to my marketing project tasks and be able to see total effort hours over a time period for an individual and the entire team.  ... Mostrar más

I want to segment the customer data so I can see all the activities before the date someoene became a customer as well as after the date they were a customer and did some activity. Currently hubspot is merging all their activities whether it is the number of pageviews, number of form submissions or number of sessions and so on. I want to clearly see that how many pageviews someone had before they became a customer.    Example Let's suppose that Bob visits our website and have 5 pageviews, 2 form submissions, 10 sessions. Then later on after sometime Bob becomes our customer and has 2 pageviews,1 form submission and 5 sessions. Currently hubspots merges both the counts resulting in 7 pageviews, 3 form submissions and 15 sessions. I want both of these records to be segregated. This will easily help you to track the acitivities before someone becomes a customer.  ... Mostrar más