Editing Marketing Contact Status on Contact

Smart CRM & Sales Hub CRM
1

There is a field that we have set by default based on whether the contact filled out a marketing form and it’s called Marketing Contact Status.

Even though I am an admin with all rights I still cannot edit the record. Why might that be, and how do I manually opt someone in?

mkting sales eng.png
mkting sales eng.png320×297 22 KB

Thanks

Dan

2

Hi @DBrazil,

This cannot be done from the contact record directly, but from the contact index page, for example: Set contacts as marketing

Best regards!

3

Why can this action only be taken from the index page? I am already on the contact record, so now I am going to have to go to a different page and search for the record and update it there? Why so many unnessary steps?

4

Agreed, so unnecessary. I understand why they would remove the ability to set someone as a non-marketing contact, because that’s how Hubspot makes money, but to not be able to set someone as a marketing contact just seems wierd and very inefficient. Par for the course I suppose.

5

+1 on behalf of a customer and a great idea for the Ideas Forum! https://community.hubspot.com/t5/custom/page/page-id/ideaslandingpage

6

completely agree. This needs to be editable from within the contact’s record.

7

Hi @J_Mackintosh,
Thank you for your feedback! We appreciate you taking the time to share your perspective!

To help ensure this suggestion gets in front of our product experts for future consideration, I encourage you to post it in our Ideas Forum. That way, our team and other users can review and vote on the idea. We’re always looking for ways to improve, so your input is truly valuable.

Thank you again for sharing your thoughts!
Cassie, Community Manager

8

These tiny things like this invonvinience with the marketing status update property that makes the end users annoyed of this system and loose confidence. This is hurting the reputation, the recognition and the adaptation.

Please fix this asap, and make the marketing contact status editable on the contact record page.

Thanks!

9

Hey @JLaskai - thank you for taking the time to post this feedback in the Community!
I’d like to start by apologizing for any frustrations you and your team have experienced given the current inability to manually edit the marketing status update property. As noted previously in this thread, we recommend posting this idea directly in our Ideas Forum to request this need directly to our Product team. We’re always looking for ways to improve, so your input is truly valuable to us!
Shane, Senior Community Moderator