A prospecting excel template

There’s already an “example” for data entry via .csv/.xlxs file. It would be helpful to have a document for easy transfer templated when prospecting. A document that already has all categories that are innately part of HubSpot. No missed information, and quicking uploads of prospects.

Example: A team member goes door-knocking and collects basic information. They come back to the office and put that information into an Excel document or directly into HubSpot currently. If they could use an Excel document they could automate addresses, format, names, and quickly put the information in then import it into HubSpot. This would be helpful when you have multiple people prospecting or suspecting.

Love this idea!
@GJohnson15 curious if you’ve tried Coefficient’s Google Sheets & Excel add-in to do automatic writebacks from spreadsheet to HubSpot. Should cover basically everything you need for the prospecting use case you highlighted above.
(Disclaimer: I work at Coefficient so I’m biased, but also happy to help if you try it!)