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matedavid
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Member since ‎Feb 28, 2018
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amoa on February 10, 2020
Use clicks on Sales Documents as trigger (e.g. for workflow)
Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more
Reply Idea Lists Sales Documents Sales Reporting Workflows
185 upvotes
42 Replies
matedavid
Participant
April 16, 2024
TOTALLY AGREE 🔥 This needs to be workflow trigger, no question about it!
PDentonD22 on December 10, 2019
Night mode
It'd be fab if HubSpot had the option for a night/dark mode to improve the UI. Did my eyes in working in the Chatflow tool all day (with blue-light blocking glasses!)
Reply Idea Conversations
464 upvotes
212 Replies
matedavid
Participant
March 13, 2024
Upvoting this idea big time! I'd kill for this feature as I'm already using all other apps (Slack, Clickup, etc.) with dark mode switched on 🌚
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
255 upvotes
83 Replies
matedavid
Participant
June 20, 2022
Great idea! We need this, I've just upvoted it! 🙂 If Hubspot could simply add a " form submission date " filter option to their report builder, tha...read more
KarthikC on October 05, 2020
Template folders are not visible when you filter by a specific owner
Currently the only way to view template folders is "All" view. When switching to the "Owned by me" view, it only shows the templates, not folders. This makes it hard to keep templates organized. Please include folders I've created in the "Owned by m read more
Reply Idea Snippets & Templates
80 upvotes
21 Replies
matedavid
Participant
September 08, 2021
This is an excellent suggestion! We also organising our email templates into folders - would make sense to introduce a filter on the contact page bes...read more
Solved
AliceZen on February 20, 2020
Conversion rates between deal stages
Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of read more
Reply Discussion Sales Team Productivity
19 upvotes
23 Replies
matedavid
Participant
June 25, 2021
Hello. We are an SaaS company offering 15 days free trial for buyers which can result in a significant difference between the dates of creating a...read more
Jason3 on October 06, 2017
Email reminder default settings
Currently when you create a task the default email reminder is set to on. Personally, I do not need emails sent to me for every task as I am actively logged into HubSpot all day and make many calls etc. My inbox would be bombarded. It would be read more
Reply Idea Tasks
83 upvotes
59 Replies
matedavid
Participant
November 19, 2019
Completely support the idea to set the email reminder to "no reminder" by default. All teammates now have to set this manually everytime when they cr...read more
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