David_Bolton

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David Bolton

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MichaelC le Juin 02, 2021

Enable views editing by other users or teams

Hello community 👋 and product team ✌️ Background Today it is possible to create and pin your own custom views within contacts, companies, deals, tickets and more (lets use the word objects from now on). A HubSpot user may edit col Lire la suite

Répondre Idée Users & Teams & Permissions

122 Mentions J'aime

41 Réponses

David_Bolton

Participant

Juin 13, 2023

+1. This is a must so super admins can create and then pass over views tp other s to others manage in the team

AlOG le Octobre 15, 2020

Please add the option to upload PDF file when creating a LinkedIn post from HubSpot

Hi All, At the moment when creating a social media post on LinkedIn from HubSpot, you can't attach a PDF file similar as you do with Images etc.. so you have to upload the PDF file from the file section on HubSpot, copy the link redirecting to t Lire la suite

Répondre Idée Social Media

170 Mentions J'aime

81 Réponses

David_Bolton

Participant

Janvier 16, 2023

mattejames le Juin 21, 2019

Unsubscribe from all mail via workflow

We would love to unsubscribe contacts from all email via workflow. Our Sales process makes use of workflows to consolidate common actions through scenarios. For example, if a lead has decided that they are no longer interested and would like to Lire la suite

Répondre Idée Workflows

46 Mentions J'aime

13 Réponses

David_Bolton

Participant

Juin 01, 2022

Yes, good idea and need this.

Nickdhutchinson le Juillet 30, 2020

Ability to share dashboards externally

It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick

Répondre Idée Dashboards & Reports

236 Mentions J'aime

81 Réponses

David_Bolton

Participant

Février 25, 2022

100% essential feature for us. An absolute must to be able to share externally or even ability to embed.

kthng le Octobre 26, 2020

Filter custom object based on associated company records

Posting on behalf of a customer! The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object. It will be great if we c Lire la suite

Répondre Idée Custom Objects

224 Mentions J'aime

64 Réponses

David_Bolton

Participant

Février 24, 2022

This is a must. Any timescale?

shayan22 le Février 10, 2022

Email tracking associations

Hi Hubspot Community -- apologies if this is a redundent ask but I can't find the answer I'm looking for. We have our HubSpot plug-in with our Outlook. Every time we send an email, it should be automatically tracking and associating with the Com Lire la suite

Répondre Discussion Free

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3 Réponses

David_Bolton

Participant

Février 14, 2022

Hi, You can use the forwarding address to log an email reply to the contact record's timeline. https://knowledge.hubspot.com/settings/log-email...Lire la suite

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