It would be great if we could add a simple note, tips field or information banner to the index page of basically every CRM object.
Especially after onboarding, this could be really useful for adoption. You could add a few instructions directly where people are actually working, instead of having to explain everything in separate documentation.
For example:
- How should we use this pipeline?
- What does this view show?
- What should you do before moving a deal to the next stage?
- What are the most important things to keep in mind on this object?
It would also be really useful for onboarding new hires. Instead of just giving them access to HubSpot and pointing them to documentation, you could leave some context and instructions directly inside the CRM.
Nothing too complicated. Just a simple configurable note/banner or a ‘light bulb pop-up thingy’ at the top of an object index page would already make a big difference.