+1 Use case: We want to maintain some brand agnostic properties because they are required for certain custom record types. We aren't making sep...read more
+1 for @RebeccaAM suggestion Use case : Elevate ticket priority for tickets that have been open (regardless of last activity date) longer than...read more
There are a number of drivers behind our need for better User management, including onboarding and offboarding. Organizational growth, creating a dat...read more
Feedback surveys only allow two ways to customize the design in the Theme section: Replace featured image (no resizing possible) Change color of header bar Result is Feedback Surveys do not align with brand standards and do not send an obvious read more
In Deals we have the option to edit and add stages to fit our business model. Similarly, in Tasks we would like to see flexibility to adapt the stages to completion shown on the Kanban board. Use case: We have multiple steps within the 'In read more
Use case: To better enable our sales and service teams, we're regularly reviewing all content in HubSpot. While we can review the usage and performance of Templates and Documents, there seem to be no available metrics for Snippets. Our bes read more
Use case: To better enable collaboration and facilitate different workflows across inboxes, we need to sort the list of Conversations sometimes by newest first (to guage any reactions to recent changes) and other times by oldest first (to ensu read more
Use Case: Our support team rotates who handles incoming Conversations and Tickets. In the Conversation inbox, we can automate assignment round robin style to allow multiple agents to work a given inbox while ensuring no Conversations slip through read more
Use case: Our field marketing and sales teams are using Playbooks to report up key customer intelligence. In the spirit of "picture is worth a thousand words" and understanding field reps have limited time and patience for admin activities, we ne read more