Full-Screen View for leads + and audit Workflow Activity

HubSpot Ideas
1

Currently, the new Lead Object is only accessible via a restrictive “Preview” side panel. While this might work for quick sales updates, it is insufficient for the day-to-day workflow. In fact, our Sales team brought this to my attention as they find the limited view frustrating for their process. For Marketers and Admins, it is even more problematic as we need to audit lead flows.

I suggest the following improvements:

  • Full-Screen Record Access: Just like Contacts, Companies, and Deals, we need the ability to open a Lead Record in a full-screen view. Relying on a tiny side panel makes it nearly impossible to spot errors in lead routing or automation without jumping back and forth between the Workflow tool and the Lead record.
  • Comprehensive Activity Timeline: The current Lead timeline is too limited. We need to be able to filter for “Workflow Engagements” and “System Activities” directly on the Lead timeline to verify that a lead is following the correct automated path.

Please, provide the same level of transparency and visibility for the Lead Object as we have for other core objects in HubSpot.

2

Fully agree with the idea. These feature are crucial for leads object.

3

I second this idea. Our sales team is using lead pipelines everyday and have had lots of problems with the small pop-up view. Especially on certain smaller laptops/screens, the view makes it hard to see and navigate. Having an expanded, full-screen view would be amazing.

4

I’m on board with this idea, too! Our Leads don’t become Deals until they’ve been qualified and scheduled a pitch call… but before that happens, there is still a lot of info and communication that happens that is difficult to manage within the preview panel alone.