Bob2245

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Bob2245 on April 15, 2024

Allow email previews through Litmus in Sandbox

The Litmus email preview integration is key when developing custom email templates. But there are a number of portals that I manage, where the developers work in Sandbox to create and test email modules before I copy them over to live. The developer read more

Reply Idea CMS Development Tools Marketing Emails

0 upvote

0 Reply

JSmith225 on November 21, 2022

Use test emails in sandboxes for transactional email

We are running into an issue in Hubspot sandboxes where we cannot effectively test transactional emails due to a Hubspot limitation around sending to test email address or domains who are not paid users in the production account. This is problem read more

Reply Idea Account Settings

6 upvotes

6 Replies

Bob2245

Top Contributor | Platinum Partner

April 15, 2024

Ran into this limitation today as well, of course just before we wanted to start a large scale testing procedure. I guess I can kinda understand why ...read more

meganatorlo on January 09, 2020

Set Goals by lifecycle stages

Please could we have the ability to set goals against LifeCycle stages, for example MQL's, since we are targetted on how many we generate and it would be fantastic to be able to see reports against this target. Also, the sales team are also t read more

Reply Idea Marketing Reporting Sales Reporting

36 upvotes

14 Replies

Bob2245

Top Contributor | Platinum Partner

April 04, 2024

Ouch, was expecting this would be an obvious goal option, but no dice 😞 For some reason I am able to choose contacts in a specific lifecycle stage...read more

MiaSrebrnjak on February 13, 2024

Reimagining CRM Records – Customization Highlights

Hi dear Community, We were collecting use cases for CRM customization in this Community article last week. Thank you to all who contributed by sharing examples or upvoting comments. 🙏 This way, we learn together and uncover the full poten read more

Reply Discussion best practices CRM

3 upvotes

2 Replies

Bob2245

Top Contributor | Platinum Partner

February 14, 2024

Aww that's nice 🙂 This feature can definitely benefit from as much attention and examples as possible. It's an amazing new frontier for Hub...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

Bob2245

Top Contributor | Platinum Partner

February 02, 2024

This is a *really* simple one and not all that exciting, but we have a customer where we built a Custom Object that contains their products: second h...read more

Daniel_Mehlich on October 26, 2021

Bulk clone lists

It would be great if we had the option to bulk clone contact lists. Currently it is only possible to clone 1 list at a time, but having the option to clone a whole folder at once for example would be really helpful for portals that have a large amou read more

Reply Idea Lists

1 upvote

1 Reply

Bob2245

Top Contributor | Platinum Partner

February 01, 2024

Yes to this! Just came off a 1 hour exercise to create 20+ of the same list, with only the country filter being different. And all I've done is creat...read more

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