Currently working for Accord Mortgages developing insights for our sales team using CRM & visualising opportunities within Tableau to develop professional meaningful Insights for our sales members and management team.
WHen creating a report for a dashboard be it a bar or line graph, there is quite a lot of dead space/padding which could be filled to make the graph be better represented if the user had the option to edit the padding to maker the graph fill the con Leia mais
When a user logs certain activity types, it would help analysts & the team if an admin could set certain fields to be mandatory i.e. call outcome and direction. This will help teams to collect the info they need and not end up 6 months into the Leia mais
Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation Leia mais
Would love to see AI chat booking calls for leads. We currently use Woosender. Hubspot could easily implement something like this. It would be a game changer.
Desperate for an easy-to-pull report that includes the following, just like a Spotify wrapped for our company's HubSpot success.: open and interaction rates for all emails sent Hours spent by our team in the back end Hours spent by people intera Leia mais
With the addons of HubSpot AI it would be a real time saver if going forward, when tickets are raised, the AI could summarise this and was then somehow able to suggest a theme of the ticket, this could save agents time as they have to categorise a t Leia mais
It would be good for a management view to report on the meetings booked by their sales team members and their outcomes similar to when you log a call you can log whther the call was connected, voicemail etc. there is no such function for a meeting t Leia mais
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through Leia mais
To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then al Leia mais
In the build report from scratch you can use custom colours, this should also be available for normal default reports rather then the current colour palette options
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
It would be beneficial to be able to trigger a workflow based on the size of a list of contacts, we have lists of contacts based on their subscriptions and to easier highlight milestone signups it would be helpful to use a workflow to notify colleag Leia mais
//
//
//
//
//
(function($) {
//START END-USER CONFIGURATION
//------------------------------
//selectors for hover card triggers
var allHoverCardTriggers = '.author-name-link,.friend-list .friend a,.username a,.avatar,.user-avatar,.author-img, .authors a, .messageauthorusername a, a.lia-user-name-link, .js-latest-post-by-from a, .user-online-list li a, a.UserAvatar, .customUsersOnline a, #authors a,.dashboard-followers a.user-name, .dashboard-following a.user-name,.author-login-wrapper a, .hb-leaderboard a, .author-img-floated';
// Forward calling page's URL params to endpoint URL as well, helps with testing!
var params = (new URL(location.href)).searchParams;
var userApiUrl = '/plugins/custom/hubspot/hubspot/hovercardendpoint?' + ((params.set('user_id', '') == []._) && params.toString());
if($('.hover-card-container').length<1){
$('body').append('');
}
var cardWrapper = $('.hover-card-container');
var error = false;
var thisUserID = '';
var thisUserLogin = '';
var userLink ='';
var cardTimer;
var leaveTimer;
function mouseenter(Elem) {
var thisEl = Elem;
cardTimer = setTimeout(function(){
var docWidth = $(document).width();
var rightSide = false;
var userLink = thisEl.attr('href');
if($('.ViewProfilePage').length && $('img.lia-user-avatar-profile',thisEl).length){thisUserID = '92561';}
else if(thisEl.attr('href')=='#' || thisEl.attr('href')=='' || !userLink.match('viewprofilepage')){
return false;}
else{
var thisLen = (userLink).split('/');
thisUserID = (thisLen)[thisLen.length-1];
}
var thisCard = $('.profileCard[data-user='+thisUserID+']',cardWrapper);
var cardId = 'userProfileCard-'+ thisUserID;
var addAttr = thisEl.attr('aria-describedby',cardId);
var thisElTopOffset = Math.round(thisEl.offset().top+(thisEl.height()/2)+30);
var thisElbottomoffset = "auto";
var className = "";
var winHeight = $(window).height();
var elOffset = thisEl.offset();
var scrollTop = $(window).scrollTop();
var elementOffset = thisEl.offset().top;
var distanceTop = (elementOffset - scrollTop);
var distanceBottom = (winHeight + scrollTop) - (elOffset.top + thisEl.outerHeight(true));
var distanceLeft = Math.round(thisEl.offset().left);
var bodyHight = $('body').height();
var topParam = '';
var bottomparam = '';
var position = '';
var className = 'topArrow';
cardId
if(distanceBottom < 300 ){
if(distanceLeft < 59){
thisCard.removeClass('bottomArrow');
var className = 'leftArrow';
var distanceLeft = (distanceLeft)+(39);
var thisElTopOffset = (thisElTopOffset)-(150);
}else{
var thisElTopOffset = (thisElTopOffset)-(301); var className = 'bottomArrow'; thisCard.removeClass('topArrow');
thisCard.removeClass('leftArrow');
var distanceLeft = (distanceLeft)-(45);
}
}
else{
if(distanceLeft < 59){
thisCard.removeClass('topArrow');
var className = 'leftArrow';
var distanceLeft = (distanceLeft)+(39);
var thisElTopOffset = (thisElTopOffset)-(150);
}else{
thisCard.removeClass('leftArrow');
thisCard.removeClass('bottomArrow').addClass('topArrow');
var distanceLeft = (distanceLeft)-(45);
}
}
if(thisCard.length && $('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length<1){
$('.profileCard',cardWrapper).hide();
thisCard.addClass(className);
rightSide?thisCard.addClass('rightArrow'):thisCard.removeClass('rightArrow');
thisCard.delay(0).css({'top':(thisElTopOffset),'left':distanceLeft,'bottom':thisElbottomoffset}).fadeIn();
} else {
var ajaxReturn = '';
//just in case
thisCard.remove();
//hover card wrapper markup
var rightArrowClass = rightSide?'rightArrow':'';
if(thisElTopOffset != "auto"){
topParam = 'px';
}
if(thisElbottomoffset != "auto"){
bottomparam = 'px';
}
var profileCardHtml = '';
$.when(
//get the background
$.ajax({
type: 'GET',
url: userApiUrl+thisUserID,
dataType: 'html',
success: function(data) {
$('.profileCard',cardWrapper).hide();
ajaxReturn = data;
}
})
)
.done(function(){
cardWrapper.append(profileCardHtml);
$('.profileCard[data-user='+thisUserID+']',cardWrapper).eq(0).empty().html(ajaxReturn);
if($('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).length){
$('.profileCard[data-user='+thisUserID+'] .preloader',cardWrapper).parents('div.profileCard').remove();
}
})
.fail(function(){
//uh oh - bail out!
$('.profileCard',cardWrapper).hide();
});
}
}, 360);
}
function mouseleave(e) {
clearTimeout(cardTimer);
// glowingblue: When the user leaves the hovercard trigger, wait because the leaving could be
// to interact with the hovercard, if we don't wait it will just disappear...because
// we left the trigger, right...so we'll have another handler that check if the mouse is
// over the hovercard and if so clears this timer, so the card doesn't close here
leaveTimer = setTimeout(function() {
if ($('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).length) {
$('.profileCard[data-user="'+thisUserID+'"]',cardWrapper).fadeOut('fast');
} else {
$(".profileCard").fadeOut('fast');
}
}, 2400);
}
$(document).on("mouseenter focusin", allHoverCardTriggers, function(event) {
if(!($(this).parents().hasClass('custom-header'))&& !($(this).parents().hasClass('green-wrap'))){
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseenter($(this));
event.stopPropagation();
}
});
$(document).on("mouseleave focusout", allHoverCardTriggers, function(event) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
mouseleave(event);
event.stopPropagation();
});
// glowingblue: Add handlers for when the users interacts with the hovercard, no closing!
$('.hover-card-container').on('mouseenter', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
});
$('.hover-card-container').on('mouseleave', function(e) {
(leaveTimer !== []._) && clearTimeout(leaveTimer);
if ( $(e.target).is('.profileCard[style*="block"]') ) {
leaveTimer = setTimeout(function() {
$(e.target).fadeOut('fast');
}, 2400);
}
});
// glowingblue: add one global root level click handler to also close any visible hovercards
// if the user taps/clicks outside the hovercard
$(document).on('mousedown', function(e) {
if ( !$(e.target).parents('.hover-card-container').length ) {
(leaveTimer != []._) && clearTimeout(leaveTimer);
$('.hover-card-container .profileCard[style*="block"]').each(function() {
$(this).fadeOut('fast');
});
}
});
})(LITHIUM.jQuery);
(function($) {
$(document).ready(function(){
var originalElementId;
function setCookie(cname,cvalue,exdays) {
var d = new Date();
d.setTime(d.getTime() + (exdays*24*60*60*1000));
var expires = "expires=" + d.toGMTString();
document.cookie = cname + "=" + cvalue + ";" + expires + ";path=/";
}
function getCookie(cname) {
var name = cname + "=";
var decodedCookie = decodeURIComponent(document.cookie);
var ca = decodedCookie.split(';');
for(var i = 0; i < ca.length; i++) {
var c = ca[i];
while (c.charAt(0) == ' ') {
c = c.substring(1);
}
if (c.indexOf(name) == 0) {
return c.substring(name.length, c.length);
}
}
return "";
}
function errorDisplay(errType) {
var errAuth = '
Para acessar esta área da Comunidade, faça o login.
';
var errAuthLogin = '
To access the HubSpot Community Champions program and complete opportunities, confirm you are logged in by clicking here. Find additional troubleshooting steps here
';
var noBadges = '
To start earning advocacy badges, go to the Community Champions advocacy program page and start completing opportunities.
';
var noAsks = '
Hooray! You\'ve completed all available opportunities. Check back in for more opportunities next month.
';
if(errType=='errAuth'){
$('.lia-quilt-category-page-hubstars .lia-quilt-column.lia-quilt-column-06.lia-quilt-column-right.lia-quilt-column-side-content').hide();
$('.asks-filters-wrap').html(errAuth);
$('.advocacy-badgeslist').html(errAuth);
$('.ViewProfilePage .rank-badge-border-box .lia-user-badge-list').html(errAuth);
} else if(errType=='errAuthLogin') {
$('.lia-quilt-category-page-hubstars .lia-quilt-column.lia-quilt-column-06.lia-quilt-column-right.lia-quilt-column-side-content').hide();
$('.asks-filters-wrap').html(errAuthLogin);
$('.advocacy-badgeslist').html(errAuthLogin);
$('.ViewProfilePage .rank-badge-border-box .lia-user-badge-list').html(errAuthLogin);
} else if(errType=='noAsks'){
$('.asks-lists').addClass('no-asks').html(noAsks);
}else if(errType=='noBadges'){
$('.advocacy-badgeslist').html(noBadges);
$('.ViewProfilePage .rank-badge-border-box .lia-user-badge-list').html(noBadges);
}
}
function parseJwt (token) {
var base64Url = token.split('.')[1];
var base64 = base64Url.replace(/-/g, '+').replace(/_/g, '/');
var jsonPayload = decodeURIComponent(atob(base64).split('').map(function(c) {
return '%' + ('00' + c.charCodeAt(0).toString(16)).slice(-2);
}).join(''));
return JSON.parse(jsonPayload);
};
var pagename = 'ViewProfilePage';
if(pagename == 'AdvocacyBadges'){
$('#lia-body').addClass('UserBadgesPage');
}
setCookie("advocacyToken", "", 0);
errorDisplay('errAuth');
});
})(LITHIUM.jQuery);
(function($) {
document.cookie = "advocacyToken=; expires=Thu, 01 Jan 1970 00:00:00 UTC; path=/;";
document.cookie = "Crowdvocate_jwt_token=; domain=.hubspot.com; expires=Thu, 01 Jan 1970 00:00:00 UTC; path=/;";
document.cookie = "Crowdvocate_user_ck=; expires=Thu, 01 Jan 1970 00:00:00 UTC; path=/;";
})(LITHIUM.jQuery);
(function($) {
document.addEventListener('gdpr.allow', function() {
if (document.querySelector('.lia-cookie-banner-alert-accept a')) {
document.querySelector('.lia-cookie-banner-alert-accept a').click();
}
});
})(LITHIUM.jQuery);
;(function($){
var langMap = {
'en':'hubspot_community_en',
'es':'hubspot_community_es',
'fr':'hubspot_community_fr',
'ja':'hubspot_community_jp',
'pt-br':'hubspot_community_pt',
'de':'hubspot_community_de'
}
var nodeType = "community";
var langScope = langMap['pt-br'];
var isSearchPage = jQuery('body').hasClass('SearchPage');
var isIdeasLandingPage = jQuery('body').hasClass('ideaslandingpage');
if (nodeType === "community" && !isSearchPage && !isIdeasLandingPage) {
var inputFormFilter = '';
var inputFormLocation = '';
$('form.SearchForm').append(inputFormFilter).append(inputFormLocation);
} else if (nodeType === "community" && isIdeasLandingPage) {
var searchUrl = "/t5/forums/searchpage/tab/message?filter=location&location=idea-board:HubSpot_Ideas&collapse_discussion=true";
var query = jQuery('.SearchForm .lia-search-input-message').val();
jQuery(document).on('submit', 'form.SearchForm', function(e) {
e.preventDefault();
var newQ = "&q=" + document.querySelector('.SearchForm .lia-search-input-wrapper input.search-input').value;
window.location = window.location.origin + searchUrl + newQ;
})
}
})(LITHIUM.jQuery)
LITHIUM.InformationBox({"updateFeedbackEvent":"LITHIUM:updateAjaxFeedback","componentSelector":"#informationbox_172dce69f6e6d3","feedbackSelector":".InfoMessage"});
LITHIUM.InformationBox({"updateFeedbackEvent":"LITHIUM:updateAjaxFeedback","componentSelector":"#informationbox_172dce69f6e6d3_0","feedbackSelector":".InfoMessage"});
LITHIUM.InformationBox({"updateFeedbackEvent":"LITHIUM:updateAjaxFeedback","componentSelector":"#informationbox_172dce69f6e6d3_1","feedbackSelector":".InfoMessage"});
LITHIUM.InformationBox({"updateFeedbackEvent":"LITHIUM:updateAjaxFeedback","componentSelector":"#informationbox_172dce69f6e6d3_2","feedbackSelector":".InfoMessage"});
LITHIUM.AjaxFeedback(".lia-inline-ajax-feedback", "LITHIUM:hideAjaxFeedback", ".lia-inline-ajax-feedback-persist");
LITHIUM.Placeholder();
LITHIUM.AutoComplete({"options":{"triggerTextLength":0,"updateInputOnSelect":true,"loadingText":"Pesquisando...","emptyText":"Nenhuma ocorrência","successText":"Resultados:","defaultText":"Insira uma palavra de pesquisa","disabled":false,"footerContent":[{"scripts":"\n\n;(function($){LITHIUM.Link=function(params){var $doc=$(document);function handler(event){var $link=$(this);var token=$link.data('lia-action-token');if($link.data('lia-ajax')!==true&&token!==undefined){if(event.isPropagationStopped()===false&&event.isImmediatePropagationStopped()===false&&event.isDefaultPrevented()===false){event.stop();var $form=$('