I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features read more
Our team would love to have an auto-rounding function for the Amount in the deal tab. We deal is some pretty large numbers for our deals (typically anywhere from $50k to over $1 million). If you could allow users (or admins) to set the auto-roundi read more
Exported reports use to have blank cells upon exporting if there was no data for that value. Now they explicitly state 'No Value' which prevents easy analysis of numeric data. Please just leave these fields blank (nearly every system you ever export read more
Our reps have some specific reports on a specific dashboard they like to refer to on a daily basis. However, there are times where they may go an entire day without opening their laptop. It would be nice for them to have access to their dashboards v read more
I’m trying to get the HubSpot CRM to integrate with Five9. Has anyone done this or can anyone recommend a good place to start in doing this?
Basically, Five9 is what our sales team uses to call clients. And rather than having to add new notes afte read more
It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme read more