We currently have clients asking for:
· A full-screen Lead record comparable to Contact, Company and Deal records
· Better visibility into Lead activities, notes and history
· The ability to associate multiple Deals with one Lead
· More consistent functionality between Leads and other CRM objects
The full-record view appears to be an especially relevant concern for organizations using Leads to manage longer or more detailed qualification processes. Other users have described the same difficulty navigating a condensed panel once a Lead accumulates significant activity and information.
The “wrap-around” nuance shows that HubSpot appears to view the Lead object primarily as a prospecting and qualification workspace layered over a Contact or Company, rather than as a complete opportunity record.
Essentially we are asking the Lead object to support a more complex and information-rich sales process than its current design comfortably accommodates.