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matedavid
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amoa en Febrero 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 Leer más
Responder Idea Lists Sales Documents Sales Reporting Workflows
176 Me gusta
40 Respuestas
matedavid
Participante
Abril 16, 2024
TOTALLY AGREE 🔥 This needs to be workflow trigger, no question about it!
PDentonD22 en Diciembre 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!)
Responder Idea Conversations
370 Me gusta
173 Respuestas
matedavid
Participante
Marzo 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 en Junio 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 Leer más
Responder Idea Forms Reporting Reports
253 Me gusta
82 Respuestas
matedavid
Participante
Junio 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...Leer más
KarthikC en Octubre 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 Leer más
Responder Idea Snippets & Templates
73 Me gusta
19 Respuestas
matedavid
Participante
Septiembre 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...Leer más
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AliceZen en Febrero 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 Leer más
Responder Conversación Sales Team Productivity
19 Me gusta
23 Respuestas
matedavid
Participante
Junio 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...Leer más
Jason3 en Octubre 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 Leer más
Responder Idea Tasks
83 Me gusta
59 Respuestas
matedavid
Participante
Noviembre 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...Leer más
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