Inline editing is beautiful in Salesforce, but seems to be impossible in HubSpot. Does anyone use a workaround for inline editing of company and deal records? I see apps for purchase, but I don’t have a budget to spend on it. The use case is recurring meetings to evaluate clients or prospects, and I’m wanting to give the team the ability to make edits live in the meeting to their accounts while staying on somewhat of a list view. Today this is done in excel. Any suggestions are helpful. Thanks!
Hi @CVedock,
Inline editing is possible on all of the record index pages (Menu > Sales > Deals, Menu > Contacts > Companies, etc).
You would just have to create a filtered view on those pages that your reps can work with: View and filter records
Best regards!