# \#sales-content **URL:** https://community.hubspot.com/tag/sales-content/1537.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Auto-Trigger Sequences Based on Deal Stage Changes](https://community.hubspot.com/t/auto-trigger-sequences-based-on-deal-stage-changes/1637)
**Author:** [@ryangates](https://community.hubspot.com/u/ryangates)\ **Replies:** 15\ **Last updated:** [October 7, 2026, 2:16pm UTC](https://community.hubspot.com/t/auto-trigger-sequences-based-on-deal-stage-changes/1637 "2026-10-07T14:16:10Z")
I would love the ability to auto trigger specific sequences whenever a deal moves into a different stage. Then I wouldn’t nee… --- ## [Custom Business Day/Holiday Calendar for Sequences](https://community.hubspot.com/t/custom-business-day-holiday-calendar-for-sequences/5646)
**Author:** [@Brendan\_1](https://community.hubspot.com/u/Brendan_1)\ **Replies:** 30\ **Last updated:** [May 20, 2026, 7:32pm UTC](https://community.hubspot.com/t/custom-business-day-holiday-calendar-for-sequences/5646 "2026-05-20T19:32:48Z")
Is a feature to customize what days are recognized as non-business days being considered or developed? It’d be nice to set certain days to automatically skipped (not just weekends) when sending sequences. --- ## [Sales email templates export](https://community.hubspot.com/t/sales-email-templates-export/4050)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 52\ **Last updated:** [April 23, 2026, 7:05am UTC](https://community.hubspot.com/t/sales-email-templates-export/4050 "2026-04-23T07:05:41Z")
I think there should be an option to bulk export the sales email templates. At the moment, the only way to save Sales templates is to manually copy the content of each template, as there is no way to export them and it c… --- ## [Templates - Saving CC & BCC](https://community.hubspot.com/t/templates-saving-cc-bcc/3303)
**Author:** [@NapoleonMachine](https://community.hubspot.com/u/NapoleonMachine)\ **Replies:** 64\ **Last updated:** [December 3, 2025, 5:13pm UTC](https://community.hubspot.com/t/templates-saving-cc-bcc/3303 "2025-12-03T17:13:40Z")
There are circumstances for which it would be beneficial to save CC’s & BCC’s to a HubSpot template. Sales Managers may want to keep track of certain outbound emails, especially those templates that are used in the Deal … --- ## [Sales Emails Spell Check](https://community.hubspot.com/t/sales-emails-spell-check/1590)
**Author:** [@mboyce](https://community.hubspot.com/u/mboyce)\ **Replies:** 31\ **Last updated:** [September 23, 2025, 11:53am UTC](https://community.hubspot.com/t/sales-emails-spell-check/1590 "2025-09-23T11:53:09Z")
Hey there: A few of our clients have asked when it’s possible to spell check emails sent out of the HubSpot Sales tool. It would be a “great to have” feature. Thanks, Marion Boyce Builder Funnel --- ## [Round Robin Deal Owner When Deal Is Created](https://community.hubspot.com/t/round-robin-deal-owner-when-deal-is-created/9889)
**Author:** [@blugn](https://community.hubspot.com/u/blugn)\ **Replies:** 5\ **Last updated:** [June 24, 2025, 2:38pm UTC](https://community.hubspot.com/t/round-robin-deal-owner-when-deal-is-created/9889 "2025-06-24T14:38:33Z")
Fairly simple, I would like for the CRM to randomly select an agent when a deal is created. As far as I can tell there is no way to do that. I know I can automate the deal stage to assign an owner but it only allows me t… --- ## [Filter Deals Based on Company Properties](https://community.hubspot.com/t/filter-deals-based-on-company-properties/3217)
**Author:** [@MattF](https://community.hubspot.com/u/MattF)\ **Replies:** 31\ **Last updated:** [May 20, 2025, 5:21pm UTC](https://community.hubspot.com/t/filter-deals-based-on-company-properties/3217 "2025-05-20T17:21:03Z")
It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we’re running a campaign and I have a property for leads (in the Company status), o… --- ## [Re-Enroll in Sequence](https://community.hubspot.com/t/re-enroll-in-sequence/1306)
**Author:** [@KiwiJen83](https://community.hubspot.com/u/KiwiJen83)\ **Replies:** 12\ **Last updated:** [February 6, 2025, 2:54pm UTC](https://community.hubspot.com/t/re-enroll-in-sequence/1306 "2025-02-06T14:54:38Z")
I know out-of-office messages shouldn’t unenroll someone from a sales sequence, but sometimes it happens anyway. In that case, it would be nice to be able to “re-enroll” the contact in the sequence at the same point wher… --- ## [Custom deal weighted value for forecast](https://community.hubspot.com/t/custom-deal-weighted-value-for-forecast/3508)
**Author:** [@gil100](https://community.hubspot.com/u/gil100)\ **Replies:** 14\ **Last updated:** [October 11, 2024, 2:00pm UTC](https://community.hubspot.com/t/custom-deal-weighted-value-for-forecast/3508 "2024-10-11T14:00:13Z")
I would want to see a way to override the deal stage percentage value and give the salesperson a way to give his personal estimate/feel from the interaction with the customer. There are cases that customers will progress… --- ## [Creating Tables & Bullet Points in Sales Tool - Templates](https://community.hubspot.com/t/creating-tables-bullet-points-in-sales-tool-templates/3845)
**Author:** [@The\_Loop](https://community.hubspot.com/u/The_Loop)\ **Replies:** 25\ **Last updated:** [April 15, 2024, 11:12am UTC](https://community.hubspot.com/t/creating-tables-bullet-points-in-sales-tool-templates/3845 "2024-04-15T11:12:40Z")
I think it would be of great value to myself and others if we were able to create tables & bullet points in the Sales Tools Templates. Our business offers price breaks based on the order quantity and being able to put th… --- ## [Add sender personalization tokens to Sales email templates](https://community.hubspot.com/t/add-sender-personalization-tokens-to-sales-email-templates/7769)
**Author:** [@DennisLooijenga](https://community.hubspot.com/u/DennisLooijenga)\ **Replies:** 17\ **Last updated:** [April 4, 2024, 4:03pm UTC](https://community.hubspot.com/t/add-sender-personalization-tokens-to-sales-email-templates/7769 "2024-04-04T16:03:45Z")
I’d like to be able to personalize details from the sender into Sales templates. For instance, I’d like to start the email with: “Hey {{contact.first.name}}, {{sender.name}} here, from Instant Magazine.” This way we co… --- ## [Sequences: Include previous replies in subsequent emails](https://community.hubspot.com/t/sequences-include-previous-replies-in-subsequent-emails/7795)
**Author:** [@alexayudin](https://community.hubspot.com/u/alexayudin)\ **Replies:** 2\ **Last updated:** [January 9, 2024, 4:21pm UTC](https://community.hubspot.com/t/sequences-include-previous-replies-in-subsequent-emails/7795 "2024-01-09T16:21:12Z")
Say, we have a two-steps sequence: an initial email and a follow-up after 3 days. The “Threading” checkbox is on. If the recipient doesn’t reply and doesn’t delete it, then everything works fine: he receives the follow-… --- ## [hide pipelines](https://community.hubspot.com/t/hide-pipelines/10860)
**Author:** [@FelipeAvoletta](https://community.hubspot.com/u/FelipeAvoletta)\ **Replies:** 20\ **Last updated:** [February 1, 2023, 9:30pm UTC](https://community.hubspot.com/t/hide-pipelines/10860 "2023-02-01T21:30:49Z")
"Hi there, I am working with deal pipelines. I would like to limit which pipelines certain sales reps of mine have access to. For example, when they go to create a deal I would like them to only be able to utilize pipel… --- ## [Sequences - Can create tasks or send emails "Immediately"](https://community.hubspot.com/t/sequences-can-create-tasks-or-send-emails-immediately/1810)
**Author:** [@TabKingJessie](https://community.hubspot.com/u/TabKingJessie)\ **Replies:** 5\ **Last updated:** [May 11, 2022, 8:31pm UTC](https://community.hubspot.com/t/sequences-can-create-tasks-or-send-emails-immediately/1810 "2022-05-11T20:31:56Z")
I want to auto generate tasks immediately instead of after one business day. Followup currently only allows 1 business day between steps. When a task is complete, move to the next step in the sequence. --- ## [Email open and click reporting for sequences](https://community.hubspot.com/t/email-open-and-click-reporting-for-sequences/11083)
**Author:** [@sjudson](https://community.hubspot.com/u/sjudson)\ **Replies:** 99\ **Last updated:** [October 8, 2021, 7:02pm UTC](https://community.hubspot.com/t/email-open-and-click-reporting-for-sequences/11083 "2021-10-08T19:02:57Z")
Scott from the product team here. We’ve heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and se… --- ## [Sequence Reporting by User](https://community.hubspot.com/t/sequence-reporting-by-user/10280)
**Author:** [@slafleur](https://community.hubspot.com/u/slafleur)\ **Replies:** 6\ **Last updated:** [June 15, 2021, 10:04am UTC](https://community.hubspot.com/t/sequence-reporting-by-user/10280 "2021-06-15T10:04:06Z")
Using the Sales Content Analytics (BETA). The reporting on sequences is great. Would love to be able to sort or view how many contacts have been added into a sequence by user versus just the total enrolled over a given p… --- ## [Snippets in Google Chrome Extension (Gmail Inbox)](https://community.hubspot.com/t/snippets-in-google-chrome-extension-gmail-inbox/7223)
**Author:** [@taylorfriss](https://community.hubspot.com/u/taylorfriss)\ **Replies:** 3\ **Last updated:** [February 1, 2021, 11:29pm UTC](https://community.hubspot.com/t/snippets-in-google-chrome-extension-gmail-inbox/7223 "2021-02-01T23:29:03Z")
The addition of snippets was a massive help to our teams efficiency. However, many of our sales reps still use a different extension that allows them to use snippets from within their Gmail Inbox when sending emails. Si… --- ## [Move E-Signature to Sales Pro](https://community.hubspot.com/t/move-e-signature-to-sales-pro/12332)
**Author:** [@Hybrice](https://community.hubspot.com/u/Hybrice)\ **Replies:** 6\ **Last updated:** [June 26, 2020, 9:07pm UTC](https://community.hubspot.com/t/move-e-signature-to-sales-pro/12332 "2020-06-26T21:07:54Z")
Hi guys, Can you consider making E-Sign part of the Professional package €400/mo + €75/user should be plenty sufficient to make it so your users can utilize E-Signatures, it’s a very basic function and it feels a cheap … --- ## [Video in HubSpot App for Sales Emails](https://community.hubspot.com/t/video-in-hubspot-app-for-sales-emails/11199)
**Author:** [@catan](https://community.hubspot.com/u/catan)\ **Replies:** 6\ **Last updated:** [March 24, 2020, 6:07pm UTC](https://community.hubspot.com/t/video-in-hubspot-app-for-sales-emails/11199 "2020-03-24T18:07:27Z")
The Vidyard video integration with HubSpot is super useful for personalizing sales emails for individual customers, wondering if this would ever be implemented in the HubSpot mobile app? It would be nice to have the abil… --- ## [Ability to Assign Sequence Tasks on Weekdays Only](https://community.hubspot.com/t/ability-to-assign-sequence-tasks-on-weekdays-only/2319)
**Author:** [@Clayton](https://community.hubspot.com/u/Clayton)\ **Replies:** 4\ **Last updated:** [November 19, 2019, 11:25pm UTC](https://community.hubspot.com/t/ability-to-assign-sequence-tasks-on-weekdays-only/2319 "2019-11-19T23:25:40Z")
When creating prospecting sequences for our sales reps, we like to mix in automated emails with call/voicemail follow ups. Now, Hubspot supports the ability for these automated emails to only be sent on business days. H… --- ## [Sales playbooks](https://community.hubspot.com/t/sales-playbooks/8831)
**Author:** [@sjudson](https://community.hubspot.com/u/sjudson)\ **Replies:** 5\ **Last updated:** [October 17, 2019, 7:19am UTC](https://community.hubspot.com/t/sales-playbooks/8831 "2019-10-17T07:19:56Z")
Create sales playbooks to help reps their sales process. With playbooks, managers can provide reps with suggested content, in-context training, and guided selling tips. Managers can report on the success of playbooks an… --- ## [UI UX and Analytics for Documents tool](https://community.hubspot.com/t/ui-ux-and-analytics-for-documents-tool/6858)
**Author:** [@CasperOng](https://community.hubspot.com/u/CasperOng)\ **Replies:** 4\ **Last updated:** [July 2, 2019, 2:38am UTC](https://community.hubspot.com/t/ui-ux-and-analytics-for-documents-tool/6858 "2019-07-02T02:38:54Z")
The widget that shows the total number of pages and the page flip takes too long to load; because of this, your contacts assume that it is only one page instead of multiple pages when they open it. A remedy to this woul… --- ## [Improve Sequences](https://community.hubspot.com/t/improve-sequences/2670)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 8\ **Last updated:** [March 27, 2019, 10:46am UTC](https://community.hubspot.com/t/improve-sequences/2670 "2019-03-27T10:46:14Z")
Today it is not possible to add a sequence 0 days after something has happened Sometimes we need to do multiple tasks a day to engage a lead in a sequence. --- ## [Attaching playbooks to deals and not only contacts](https://community.hubspot.com/t/attaching-playbooks-to-deals-and-not-only-contacts/12070)
**Author:** [@gil1001](https://community.hubspot.com/u/gil1001)\ **Replies:** 3\ **Last updated:** [March 21, 2019, 9:32pm UTC](https://community.hubspot.com/t/attaching-playbooks-to-deals-and-not-only-contacts/12070 "2019-03-21T21:32:33Z")
It looks like playbook are only available to tie to a contact, and there is no way to tie a playbook to a deal, while updating contact info and deal info. An example use case would be to have a form where you map differ… --- ## [Edit Contacts in a Sequence](https://community.hubspot.com/t/edit-contacts-in-a-sequence/3329)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 4\ **Last updated:** [March 11, 2019, 7:56pm UTC](https://community.hubspot.com/t/edit-contacts-in-a-sequence/3329 "2019-03-11T19:56:36Z")
It would be WONDERFUL if HubSpot would allow a feature that would allow us to edit a contacts sequence without unenrolling them. It would save a lot of time, and it would make things better to customize each contact’s se… --- ## [Quick sending in sequences](https://community.hubspot.com/t/quick-sending-in-sequences/8480)
**Author:** [@sjudson](https://community.hubspot.com/u/sjudson)\ **Replies:** 6\ **Last updated:** [March 7, 2019, 8:31pm UTC](https://community.hubspot.com/t/quick-sending-in-sequences/8480 "2019-03-07T20:31:01Z")
Salespeople see the value of personalization, but may not have the time or data to truly personalize. Quick sending in sequences enables sequences users to personalize sales outreach at scale. This functionality enables… --- ## [Wiki / Intranet inside Hubspot](https://community.hubspot.com/t/wiki-intranet-inside-hubspot/3644)
**Author:** [@michaeltyrrell](https://community.hubspot.com/u/michaeltyrrell)\ **Replies:** 3\ **Last updated:** [January 15, 2019, 3:27pm UTC](https://community.hubspot.com/t/wiki-intranet-inside-hubspot/3644 "2019-01-15T15:27:04Z")
Because Hubspot is a customer relationship management system, i thought it would be good to have built within it, a better way for staff to review support and customer services documents when talking with customers. We … --- ## [email thread for Sequence in Outlook](https://community.hubspot.com/t/email-thread-for-sequence-in-outlook/1511)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 20\ **Last updated:** [October 18, 2018, 7:27pm UTC](https://community.hubspot.com/t/email-thread-for-sequence-in-outlook/1511 "2018-10-18T19:27:27Z")
Hi, Currently eMail thread with sequence is only for gmail users. However we use outlook and hence each email is being sent separately without a thread of the past emails. For eg. I have a sequence of 4 emails sent ove… --- ## [Annoying reminder re: sequence step customization -- create option/feature to shut this off](https://community.hubspot.com/t/annoying-reminder-re-sequence-step-customization-create-option-feature-to-shut-this-off/1268)
**Author:** [@usadreamclean](https://community.hubspot.com/u/usadreamclean)\ **Replies:** 6\ **Last updated:** [June 13, 2018, 4:58pm UTC](https://community.hubspot.com/t/annoying-reminder-re-sequence-step-customization-create-option-feature-to-shut-this-off/1268 "2018-06-13T16:58:49Z")
\*CRM users have to click through this prompt every time they launch a Sequence (painful and the lost time/productivity becomes pretty staggering for regular Sequence users). \*There’s no value to the user after they’v… --- ## [Sequence email time](https://community.hubspot.com/t/sequence-email-time/4504)
**Author:** [@plipman](https://community.hubspot.com/u/plipman)\ **Replies:** 2\ **Last updated:** [June 12, 2018, 1:21pm UTC](https://community.hubspot.com/t/sequence-email-time/4504 "2018-06-12T13:21:34Z")
Would be nice for the system to vary the time sent on subsequent emails in a sequence. Sending them at the exact same time during the sequence triggers the recipient that this is an automated email. [Next page](https://community.hubspot.com/tag/sales-content/1537.md?match_all_tags=true&page=1&tags%5B%5D=sales-content)