I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly.
For example, I would only want certain fields to be editable against a contact record if anoth read more
Currently there's no way of limiting how many CES surveys a contact receives. It's automatically triggered EVERY time a ticket is closed. It would be great to limit how often a CES is sent to the same contact, so they only receive a maximum of o read more
We would like the 'Tickets' dashboard (under Service) in HubSpot to auto-refresh. The servicedesk would like to see the most recent version of this overview at all times as multiple people work on these tickets.
Something that would be SUPER helpful is auto-refreshing any pages that you have open and are working within. Our company moves fast and if I am working on a customer situation and get distracted and move on to another customer, leaving the page ope read more
Is it possible to notify colleagues when a new article is written in the Knowledge Base? And secondly, it would be great to have a checkbox where a colleague can confirm that they have read the article.
It is very frustrating that the filtering and the column editing is so limited on the task lists compared to the contact views. I wish to view only tasks that I have assigned to others, not myself. There does not appear to be a workaround eithe read more
I am trying to create a form for work colleagues to enter fresh leads they come across in the form of a Company Name only - no contact name, no email address, and no domain. When the form is submitted I then want the company name to appear in th read more