Need assistance customizing the Right side CONTACT Preview in Sales Hub
SOLVE
When I open up the Sales Dashboard and click on leads, I can click the lead, and a preview window pops up. I found the way to modify this with no issues. The issue is if my reps click on the top of that card (the link to the contact) they will get another preview window that looks like the image below. I have looked everywhere (not everywhere, or I would have found it) but I have still have not found where to change this?
We have Sales Hub Enterprise with Ops Hub Pro as well
Need assistance customizing the Right side CONTACT Preview in Sales Hub
SOLVE
Thank you for sharing a quick video, gives much clarity!
Unfortunately the view you are referring is set by default and there's not a way to modify it for now but can be checked if raised or submit an new idea here for HubSpot as feature request.
Need assistance customizing the Right side CONTACT Preview in Sales Hub
SOLVE
@Jigar_Thakker Will this also work for the Contact preview? I have already modified the lead preview, and this is a different view from the lead preview.
Need assistance customizing the Right side CONTACT Preview in Sales Hub
SOLVE
Thank you for sharing a quick video, gives much clarity!
Unfortunately the view you are referring is set by default and there's not a way to modify it for now but can be checked if raised or submit an new idea here for HubSpot as feature request.