NicoleSengers

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Guide | Elite Partner

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solutions
64
Replies
161
Upvotes Given
259
Upvotes Received
1495
Ideas
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Nicole Sengers

A lifelong learner and HubSpot user for over 8 years. I

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LBennett7 on October 08, 2024

Reporting on new leads generated by marketing

Hi, looking for some advice from the HubSpot community. More & more we're looking to segment our monthly reporting to show 'new leads' acquired into HubSpot by marketing for the first time vs. existing leads that have been influenced by market read more

Reply Discussion Professional

0 upvote

3 Replies

NicoleSengers

Guide | Elite Partner

October 09, 2024

Hi @LBennett7 It can be tricky to advise without all the context but I think within a certain degree of accuracy you can use the first conve...read more

NicoleSengers on May 16, 2024

Export workflow reports or add to a dashboard

With workflows being so powerful and the use cases for nurturing more abundant it would be great to be able to export the workflow performance table or add it to a dashboard so the data is more accessible in full campaign reports and for teams to re read more

Reply Idea Dashboards & Reports Workflows

0 upvote

0 Reply

NilsK on January 02, 2020

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Reply Idea Products & Quotes

552 upvotes

211 Replies

NicoleSengers

Guide | Elite Partner

May 15, 2024

The ability to set a standard tax based on location or a set of rules would add to the accuracy of quotes and enable teams to work more efficienctly....read more

llegault on June 15, 2021

Add a portal-wide setting to set Sender Job Title in 'Your Information' when creating a quote

Currently you can only set a sender job title in the quote you are creating and have to repeat the process each time you create a quote. I suggest having a user set their job title within their HubSpot profile which can pull into each quote they cre read more

Reply Idea Products and Quotes

14 upvotes

11 Replies

NicoleSengers

Guide | Elite Partner

May 07, 2024

It seems strange that this is not already in play as it doesn't make sense for sales to have to add the same details in every single time.

mariahedges on July 25, 2018

Private or hidden communication subscription type

It would be useful if it were possible to set up a subscription preference type which is private or could be hidden from everyone. For example this could be used for an internal employee newsletter who would have a subscription category that read more

Reply Idea Contacts & Companies Marketing Emails

396 upvotes

137 Replies

NicoleSengers

Guide | Elite Partner

October 06, 2023

I See this BETA was sunsetted and the help document is rather outdated ( https://knowledge.hubspot.com/email/manage-preference-groups-for-your-email-...read more

Solved

KFitzsimmons on September 12, 2023

Emojis in a ticket

How can I add an emoji into the body of a ticket (email) please? I remember seeing the release note for this and it was as shortcut but I can't find that now. This is when working in the ticket itself, not in a conversation. Many thanks.

Reply Discussion Tickets

0 upvote

5 Replies

NicoleSengers

Guide | Elite Partner

September 13, 2023

Hi @KFitzsimmons While there isn't a native ability to insert emojis in Ticket names, Sales emails or any of these tools the suggestion abov...read more

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