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matedavid
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Mitglied seit ‎Feb 28, 2018
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David Mate

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amoa on Februar 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 Beitrag ansehen
Antworten Idee Lists Sales Documents Sales Reporting Workflows
176 Likes
40 Antworten
matedavid
Teilnehmer/-in
April 16, 2024
TOTALLY AGREE 🔥 This needs to be workflow trigger, no question about it!
PDentonD22 on Dezember 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!)
Antworten Idee Conversations
370 Likes
173 Antworten
matedavid
Teilnehmer/-in
März 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 Juni 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 Beitrag ansehen
Antworten Idee Forms Reporting Reports
253 Likes
82 Antworten
matedavid
Teilnehmer/-in
Juni 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...Beitrag ansehen
KarthikC on Oktober 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 Beitrag ansehen
Antworten Idee Snippets & Templates
73 Likes
19 Antworten
matedavid
Teilnehmer/-in
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...Beitrag ansehen
Gelöst
AliceZen on Februar 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 Beitrag ansehen
Antworten Diskussion Sales Team Productivity
19 Likes
23 Antworten
matedavid
Teilnehmer/-in
Juni 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...Beitrag ansehen
Jason3 on Oktober 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 Beitrag ansehen
Antworten Idee Tasks
83 Likes
59 Antworten
matedavid
Teilnehmer/-in
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...Beitrag ansehen
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